+276.1%
EBAY vs KMI
+136.8%
+139.3%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.3% | +2.9% | +2.7% |
| 7D | +4.2% | -1.7% | +5.9% | +4.6% |
| 30D | +5.6% | -2.7% | +8.4% | +6.3% |
| 3M | -1.4% | -0.7% | -0.7% | -1.5% |
| 6M | +18.2% | -5.0% | +23.2% | +19.2% |
| YTD | +24.8% | +15.5% | +9.4% | +19.4% |
| 1Y | +18.0% | +16.4% | +1.6% | +12.5% |
| 3Y | +160.3% | +114.2% | +46.1% | +107.4% |
| 5Y | +62.1% | +153.3% | -91.1% | +24.3% |
| All | +276.1% | +136.8% | +139.3% | +184.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling