+433.3%
KLAC vs KMI
+151.4%
+281.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.3% | +2.2% | +2.0% |
| 7D | -2.7% | -1.7% | -1.0% | -2.1% |
| 30D | -13.2% | -2.7% | -10.4% | -12.4% |
| 3M | -25.0% | -0.7% | -24.3% | -25.2% |
| 6M | +23.6% | -5.0% | +28.6% | +24.6% |
| YTD | +49.2% | +15.5% | +33.8% | +37.9% |
| 1Y | +89.3% | +16.4% | +72.9% | +73.5% |
| 3Y | +274.4% | +114.2% | +160.2% | +153.0% |
| All | +433.3% | +151.4% | +281.9% | +227.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling