+2,086.3%
GOOGL vs KMI
+107.5%
+1,978.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.9% |
| 7D | -2.3% | -0.5% | -1.8% | -2.2% |
| 30D | -6.6% | +0.9% | -7.5% | -6.9% |
| 3M | -8.9% | 0.0% | -8.9% | -9.3% |
| 6M | +11.9% | -5.7% | +17.6% | +13.0% |
| YTD | +8.3% | +17.5% | -9.1% | +2.9% |
| 1Y | +46.2% | +22.3% | +23.9% | +37.1% |
| 3Y | +151.9% | +111.9% | +39.9% | +100.3% |
| 5Y | +137.7% | +151.8% | -14.1% | +79.1% |
| 10Y | +757.6% | +138.7% | +618.9% | +526.3% |
| All | +2,086.3% | +107.5% | +1,978.8% | +1,412.1% |
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