+6,870.7%
KLAC vs KMI
+111.3%
+6,759.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.8% | 0.0% | +1.2% |
| 7D | +10.6% | -0.4% | +11.0% | +10.7% |
| 30D | -4.5% | +3.7% | -8.2% | -5.8% |
| 3M | -10.3% | +3.2% | -13.4% | -11.6% |
| 6M | +40.9% | -3.0% | +43.9% | +41.0% |
| YTD | +56.1% | +19.7% | +36.4% | +44.5% |
| 1Y | +109.0% | +25.6% | +83.4% | +89.4% |
| 3Y | +288.8% | +120.2% | +168.6% | +185.0% |
| 5Y | +489.1% | +160.5% | +328.7% | +305.4% |
| 10Y | +3,041.8% | +134.8% | +2,907.0% | +2,014.2% |
| All | +6,870.7% | +111.3% | +6,759.4% | +4,453.7% |
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 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