-20.4%
ORLY vs KMI
+17.6%
-38.0%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.4% |
| 7D | -2.4% | -1.7% | -0.6% | -2.0% |
| 30D | -6.8% | -2.7% | -4.0% | -6.3% |
| 3M | -4.8% | -0.7% | -4.1% | -5.1% |
| 6M | -9.1% | -5.0% | -4.1% | -8.5% |
| YTD | -5.9% | +15.5% | -21.4% | -9.8% |
| 1Y | -20.4% | +16.4% | -36.8% | -23.8% |
| All | -20.4% | +17.6% | -38.0% | -23.8% |
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