+2,031.2%
GOOG vs KMI
+107.5%
+1,923.7%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.8% | -0.3% | -1.6% |
| 7D | -1.6% | -1.8% | +0.2% | -1.1% |
| 30D | -7.7% | +0.1% | -7.7% | -7.8% |
| 3M | -9.3% | +1.2% | -10.5% | -9.9% |
| 6M | +7.4% | -3.9% | +11.4% | +8.0% |
| YTD | +4.9% | +17.5% | -12.7% | -0.4% |
| 1Y | +37.2% | +22.6% | +14.6% | +28.5% |
| 3Y | +141.6% | +116.3% | +25.3% | +91.1% |
| 5Y | +128.8% | +157.6% | -28.9% | +71.4% |
| 10Y | +772.7% | +136.6% | +636.2% | +538.9% |
| All | +2,031.2% | +107.5% | +1,923.7% | +1,371.5% |
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