+150.6%
KMI vs ZS
-38.5%
+189.1%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.3% |
| 7D | -1.7% | -3.1% | +1.4% | -1.6% |
| 30D | -2.7% | -7.2% | +4.5% | -2.4% |
| 3M | -0.7% | +30.5% | -31.1% | -2.5% |
| 6M | -5.0% | +7.0% | -11.9% | -6.3% |
| YTD | +15.5% | -26.8% | +42.3% | +16.8% |
| 1Y | +16.4% | -42.6% | +59.0% | +19.7% |
| 3Y | +114.2% | -0.3% | +114.5% | +108.5% |
| All | +150.6% | -38.5% | +189.1% | +145.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS 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 ZS 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