+212.8%
KMI vs ZS
+488.9%
-276.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -4.6% | +6.5% | +2.1% |
| 7D | -0.4% | -9.2% | +8.8% | +0.2% |
| 30D | +3.7% | -4.0% | +7.7% | +3.8% |
| 3M | +3.2% | +25.3% | -22.1% | +1.6% |
| 6M | -3.0% | -1.3% | -1.7% | -3.8% |
| YTD | +19.7% | -28.0% | +47.7% | +20.8% |
| 1Y | +25.6% | -42.5% | +68.1% | +28.5% |
| 3Y | +120.2% | +0.7% | +119.5% | +115.1% |
| 5Y | +160.5% | -42.3% | +202.8% | +155.4% |
| All | +212.8% | +488.9% | -276.1% | +139.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling