-31.1%
ORCL vs KMI
+24.4%
-55.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.8% | +0.5% | +3.0% |
| 7D | +15.0% | -0.4% | +15.4% | +14.9% |
| 30D | +10.5% | +3.7% | +6.9% | +11.9% |
| 3M | -23.0% | +3.2% | -26.2% | -22.4% |
| 6M | +7.0% | -3.0% | +10.0% | +8.2% |
| YTD | -15.8% | +19.7% | -35.5% | -18.2% |
| 1Y | -31.1% | +25.6% | -56.7% | -41.1% |
| All | -31.1% | +24.4% | -55.4% | -41.1% |
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