+124.0%
KMI vs ZETA
+241.7%
-117.8%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.8% | +3.6% | +1.9% |
| 7D | -0.4% | -2.4% | +2.1% | -0.3% |
| 30D | +3.7% | +15.6% | -11.9% | +2.9% |
| 3M | +3.2% | +41.5% | -38.3% | +1.2% |
| 6M | -3.0% | +63.4% | -66.4% | -5.9% |
| YTD | +19.7% | +51.3% | -31.6% | +16.2% |
| 1Y | +25.6% | +65.8% | -40.2% | +20.9% |
| 3Y | +120.2% | +279.2% | -159.0% | +93.8% |
| 5Y | +160.5% | +341.8% | -181.3% | +121.3% |
| All | +124.0% | +241.7% | -117.8% | +96.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ZETA.
Daily Out/Under-Performance
Portfolio return minus ZETA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZETA 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded ZETA 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling