-49.5%
ORCL vs KMI
+26.0%
-75.5%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.1% | +2.2% | -3.3% |
| 7D | -14.4% | -5.2% | -9.2% | -16.0% |
| 30D | -12.8% | +1.2% | -14.1% | -12.0% |
| 3M | -14.8% | +1.3% | -16.1% | -14.1% |
| 6M | -30.9% | -1.1% | -29.7% | -30.7% |
| YTD | -35.7% | +19.0% | -54.7% | -34.7% |
| 1Y | -49.5% | +26.6% | -76.1% | -50.3% |
| All | -49.5% | +26.0% | -75.5% | -50.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling