-43.3%
ORCL vs KMI
+23.2%
-66.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.3% | -2.3% | -0.7% |
| 7D | +10.4% | +6.0% | +4.3% | +11.9% |
| 30D | -11.2% | -3.4% | -7.8% | -12.4% |
| 3M | -16.8% | +1.8% | -18.5% | -16.4% |
| 6M | -31.5% | +0.4% | -31.9% | -31.2% |
| YTD | -33.9% | +20.8% | -54.7% | -32.7% |
| 1Y | -43.3% | +23.0% | -66.2% | -42.3% |
| All | -43.3% | +23.2% | -66.4% | -42.3% |
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