+114.2%
KMI vs SONY
+42.2%
+71.9%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -1.9% | -0.5% |
| 7D | -1.7% | -2.7% | +1.0% | -1.4% |
| 30D | -2.7% | +1.5% | -4.3% | -3.0% |
| 3M | -0.7% | +13.0% | -13.7% | -2.3% |
| 6M | -5.0% | +11.2% | -16.2% | -6.5% |
| YTD | +15.5% | -6.6% | +22.1% | +16.7% |
| 1Y | +16.4% | -18.1% | +34.6% | +20.2% |
| 3Y | +114.2% | +42.1% | +72.1% | +98.0% |
| All | +114.2% | +42.2% | +71.9% | +98.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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