+27.9%
KMI vs ETSY
+129.6%
-101.8%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.2% | +0.5% | -1.6% |
| 7D | -1.8% | -12.9% | +11.1% | -0.6% |
| 30D | +0.1% | -11.5% | +11.5% | +1.1% |
| 3M | +1.2% | +3.5% | -2.4% | +0.5% |
| 6M | -3.9% | +27.6% | -31.5% | -6.8% |
| YTD | +17.5% | +28.4% | -10.9% | +13.6% |
| 1Y | +22.6% | +27.1% | -4.4% | +17.9% |
| 3Y | +116.3% | +6.0% | +110.2% | +107.5% |
| 5Y | +157.6% | -67.1% | +224.7% | +168.7% |
| 10Y | +136.6% | +421.9% | -285.4% | +52.4% |
| All | +27.9% | +129.6% | -101.8% | -20.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling