+91.7%
CTSH vs KMI
+112.8%
-21.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.1% |
| 7D | -2.6% | +6.5% | -9.2% | -4.6% |
| 30D | +0.9% | -3.4% | +4.3% | +1.7% |
| 3M | +6.9% | +0.4% | +6.5% | +6.2% |
| 6M | +38.8% | -0.9% | +39.8% | +38.2% |
| YTD | -22.7% | +20.5% | -43.2% | -28.5% |
| 1Y | -12.4% | +23.2% | -35.6% | -19.7% |
| 3Y | +1.3% | +121.6% | -120.3% | -25.6% |
| 5Y | -16.3% | +149.1% | -165.4% | -41.3% |
| 10Y | +34.1% | +158.3% | -124.1% | -11.2% |
| All | +91.7% | +112.8% | -21.1% | +18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded KMI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling