+331.1%
ORCL vs KMI
+99.7%
+231.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.6% | +1.0% |
| 7D | -11.2% | -10.8% | -0.4% | -8.1% |
| 30D | -18.8% | -5.0% | -13.8% | -17.7% |
| 3M | -18.8% | -3.4% | -15.4% | -18.1% |
| 6M | -39.7% | -3.4% | -36.3% | -39.6% |
| YTD | -39.6% | +13.1% | -52.7% | -42.6% |
| 1Y | -51.7% | +19.0% | -70.8% | -54.9% |
| 3Y | +10.2% | +106.1% | -95.9% | -12.0% |
| 5Y | +30.8% | +130.1% | -99.2% | +0.1% |
| 10Y | +252.1% | +151.9% | +100.1% | +151.1% |
| All | +331.1% | +99.7% | +231.4% | +191.1% |
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 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