+114.2%
KMI vs ALNY
+23.4%
+90.8%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.3% |
| 7D | -1.7% | -6.5% | +4.8% | -1.4% |
| 30D | -2.7% | +11.0% | -13.8% | -3.4% |
| 3M | -0.7% | -14.1% | +13.4% | -0.1% |
| 6M | -5.0% | -22.4% | +17.4% | -3.9% |
| YTD | +15.5% | -37.5% | +52.9% | +18.7% |
| 1Y | +16.4% | -46.9% | +63.4% | +21.1% |
| 3Y | +114.2% | +22.1% | +92.1% | +104.0% |
| All | +114.2% | +23.4% | +90.8% | +104.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALNY.
Daily Out/Under-Performance
Portfolio return minus ALNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALNY 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 ALNY 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