+57.4%
INTC vs KMI
+26.0%
+31.4%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -4.1% | +0.3% | -4.6% |
| 7D | -39.0% | -5.2% | -33.8% | -39.7% |
| 30D | -49.8% | +1.2% | -51.1% | -49.3% |
| 3M | -42.2% | +1.3% | -43.6% | -41.5% |
| 6M | -39.2% | -1.1% | -38.0% | -38.9% |
| YTD | +57.9% | +19.0% | +38.9% | +50.2% |
| 1Y | +57.4% | +26.6% | +30.8% | +48.7% |
| All | +57.4% | +26.0% | +31.4% | +48.7% |
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