+26.2%
KMI vs IDXX
-3.6%
+29.8%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +3.9% | -8.1% | -3.7% |
| 7D | -5.2% | +24.1% | -29.3% | -3.2% |
| 30D | +1.2% | +32.5% | -31.3% | +3.9% |
| 3M | +1.3% | +18.8% | -17.4% | +3.2% |
| 6M | -1.1% | +24.0% | -25.2% | +1.1% |
| YTD | +19.0% | +3.3% | +15.7% | +19.9% |
| All | +26.2% | -3.6% | +29.8% | +26.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IDXX.
Daily Out/Under-Performance
Portfolio return minus IDXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IDXX 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 1y: compounded portfolio wealth divided by compounded IDXX 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…
1y analysis · Full analysis span regression · 6 months rolling