+129.5%
KMI vs ZBRA
+435.2%
-305.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.1% | -0.7% |
| 7D | -1.7% | -3.4% | +1.7% | -1.0% |
| 30D | -2.7% | -7.4% | +4.7% | -1.3% |
| 3M | -0.7% | +57.5% | -58.2% | -10.9% |
| 6M | -5.0% | +64.0% | -68.9% | -16.0% |
| YTD | +15.5% | +44.3% | -28.8% | +4.2% |
| 1Y | +16.4% | +10.9% | +5.6% | +11.1% |
| 3Y | +114.2% | +37.5% | +76.6% | +87.1% |
| 5Y | +153.3% | -39.7% | +192.9% | +165.3% |
| All | +129.5% | +435.2% | -305.7% | +21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 10y: compounded portfolio wealth divided by compounded ZBRA 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…
10y analysis · Full analysis span regression · 6 months rolling