+2,133.7%
ORLY vs KMI
+103.9%
+2,029.8%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -4.8% |
| 6M | -9.1% | -5.0% | -4.1% | -8.3% |
| YTD | -5.9% | +15.5% | -21.4% | -9.0% |
| 1Y | -20.4% | +16.4% | -36.8% | -23.2% |
| 3Y | +36.6% | +114.2% | -77.6% | +14.6% |
| 5Y | +117.3% | +153.3% | -35.9% | +74.0% |
| 10Y | +362.7% | +132.4% | +230.3% | +260.0% |
| All | +2,133.7% | +103.9% | +2,029.8% | +1,658.2% |
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