+150.6%
KMI vs ETSY
-66.2%
+216.8%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -1.9% | -0.4% |
| 7D | -1.7% | -4.9% | +3.2% | -1.5% |
| 30D | -2.7% | -8.6% | +5.9% | -2.4% |
| 3M | -0.7% | +4.8% | -5.5% | -1.1% |
| 6M | -5.0% | +38.1% | -43.1% | -7.2% |
| YTD | +15.5% | +31.2% | -15.8% | +12.9% |
| 1Y | +16.4% | +22.1% | -5.7% | +13.9% |
| 3Y | +114.2% | +12.2% | +101.9% | +107.5% |
| All | +150.6% | -66.2% | +216.8% | +152.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ETSY.
Daily Out/Under-Performance
Portfolio return minus ETSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETSY 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 ETSY 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