+171.2%
INTC vs KMI
+111.5%
+59.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.3% | +2.9% | +2.7% |
| 7D | +7.5% | -1.7% | +9.2% | +8.0% |
| 30D | +2.0% | -2.7% | +4.7% | +2.7% |
| 3M | -12.0% | -0.7% | -11.3% | -12.2% |
| 6M | +114.5% | -5.0% | +119.5% | +115.8% |
| YTD | +179.0% | +15.5% | +163.5% | +156.2% |
| 1Y | +318.3% | +16.4% | +301.9% | +281.6% |
| 3Y | +171.2% | +114.2% | +57.1% | +101.5% |
| All | +171.2% | +111.5% | +59.7% | +101.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling