+613.3%
INTC vs KMI
+111.3%
+501.9%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +1.8% | +7.2% | +8.5% |
| 7D | +17.4% | -0.4% | +17.8% | +17.6% |
| 30D | +2.8% | +3.7% | -0.9% | +1.5% |
| 3M | -5.3% | +3.2% | -8.4% | -6.6% |
| 6M | +140.6% | -3.0% | +143.6% | +140.8% |
| YTD | +183.1% | +19.7% | +163.5% | +163.8% |
| 1Y | +326.8% | +25.6% | +301.1% | +290.3% |
| 3Y | +179.4% | +120.2% | +59.2% | +111.3% |
| 5Y | +111.7% | +160.5% | -48.8% | +51.5% |
| 10Y | +253.8% | +134.8% | +119.0% | +150.1% |
| All | +613.3% | +111.3% | +501.9% | +387.0% |
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 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