+150.6%
KMI vs ZBRA
-40.4%
+191.0%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.1% | -0.5% |
| 7D | -1.7% | -3.4% | +1.7% | -1.3% |
| 30D | -2.7% | -7.4% | +4.7% | -1.8% |
| 3M | -0.7% | +57.5% | -58.2% | -7.7% |
| 6M | -5.0% | +64.0% | -68.9% | -12.6% |
| YTD | +15.5% | +44.3% | -28.8% | +7.8% |
| 1Y | +16.4% | +10.9% | +5.6% | +13.4% |
| 3Y | +114.2% | +37.5% | +76.6% | +95.4% |
| All | +150.6% | -40.4% | +191.0% | +155.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling