+26.2%
KLAC vs KMI
+26.0%
+0.2%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -4.1% | 0.0% | -5.4% |
| 7D | -5.7% | -5.2% | -0.4% | -7.4% |
| 30D | -27.6% | +1.2% | -28.8% | -26.8% |
| 3M | -23.3% | +1.3% | -24.6% | -22.3% |
| 6M | -12.4% | -1.1% | -11.2% | -12.3% |
| YTD | +23.7% | +19.0% | +4.8% | +33.0% |
| 1Y | +26.2% | +26.6% | -0.4% | +37.8% |
| All | +26.2% | +26.0% | +0.2% | +37.8% |
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