-50.4%
ORCL vs KMI
+21.9%
-72.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.0% | -3.5% | -1.0% |
| 7D | -6.5% | -5.1% | -1.4% | -8.1% |
| 30D | -16.6% | -3.1% | -13.4% | -17.2% |
| 3M | -21.6% | +0.2% | -21.8% | -21.3% |
| 6M | -39.4% | +1.1% | -40.5% | -39.1% |
| YTD | -38.7% | +17.7% | -56.4% | -38.1% |
| 1Y | -50.4% | +19.6% | -70.0% | -49.8% |
| All | -50.4% | +21.9% | -72.3% | -49.8% |
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 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