+755.6%
GOOGL vs KMI
+136.8%
+618.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.1% | +1.9% |
| 7D | 0.0% | -1.7% | +1.7% | +0.5% |
| 30D | -1.4% | -2.7% | +1.3% | -0.7% |
| 3M | -5.3% | -0.7% | -4.7% | -5.5% |
| 6M | +9.8% | -5.0% | +14.8% | +10.8% |
| YTD | +8.4% | +15.5% | -7.1% | +2.4% |
| 1Y | +41.2% | +16.4% | +24.8% | +32.8% |
| 3Y | +149.6% | +114.2% | +35.4% | +87.5% |
| 5Y | +142.6% | +153.3% | -10.7% | +70.4% |
| All | +755.6% | +136.8% | +618.7% | +470.5% |
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 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