+936.0%
LMT vs KMI
+107.5%
+828.4%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.8% | -0.4% | -1.8% |
| 7D | -1.3% | -1.8% | +0.4% | -0.9% |
| 30D | -12.5% | +0.1% | -12.6% | -12.5% |
| 3M | -0.5% | +1.2% | -1.6% | -0.8% |
| 6M | -20.0% | -3.9% | -16.1% | -19.4% |
| YTD | +10.4% | +17.5% | -7.1% | +6.3% |
| 1Y | +17.7% | +22.6% | -4.9% | +12.1% |
| 3Y | +34.3% | +116.3% | -82.0% | +11.5% |
| 5Y | +71.8% | +157.6% | -85.8% | +36.6% |
| 10Y | +187.0% | +136.6% | +50.4% | +125.8% |
| All | +936.0% | +107.5% | +828.4% | +694.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI 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 KMI 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