+289.3%
INTC vs KMI
+21.6%
+267.7%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.6% | +5.1% | +4.4% |
| 7D | +7.1% | -0.5% | +7.6% | +7.0% |
| 30D | -5.2% | +0.9% | -6.1% | -4.9% |
| 3M | -14.3% | 0.0% | -14.3% | -14.1% |
| 6M | +110.2% | -5.7% | +115.9% | +111.2% |
| YTD | +159.6% | +17.5% | +142.1% | +142.1% |
| 1Y | +289.3% | +22.3% | +267.0% | +252.0% |
| All | +289.3% | +21.6% | +267.7% | +252.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling