+114.2%
KMI vs ZBRA
+35.9%
+78.2%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.1% | -0.5% |
| 7D | -1.7% | -3.4% | +1.7% | -1.4% |
| 30D | -2.7% | -7.4% | +4.7% | -2.1% |
| 3M | -0.7% | +57.5% | -58.2% | -5.7% |
| 6M | -5.0% | +64.0% | -68.9% | -10.5% |
| YTD | +15.5% | +44.3% | -28.8% | +10.0% |
| 1Y | +16.4% | +10.9% | +5.6% | +15.1% |
| 3Y | +114.2% | +37.5% | +76.6% | +99.8% |
| All | +114.2% | +35.9% | +78.2% | +99.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling