+1,660.3%
PLTR vs KMI
+245.7%
+1,414.6%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +1.0% |
| 7D | -4.1% | -1.7% | -2.4% | -3.3% |
| 30D | -2.2% | -2.7% | +0.5% | -1.2% |
| 3M | +27.6% | -0.7% | +28.3% | +26.8% |
| 6M | +10.3% | -5.0% | +15.3% | +11.7% |
| YTD | -5.9% | +15.5% | -21.4% | -14.3% |
| 1Y | +1.7% | +16.4% | -14.7% | -8.3% |
| 3Y | +959.1% | +114.2% | +844.9% | +592.8% |
| 5Y | +536.3% | +153.3% | +383.1% | +304.6% |
| All | +1,660.3% | +245.7% | +1,414.6% | +985.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling