+548.8%
PLTR vs KMI
+157.3%
+391.5%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.3% | +0.5% |
| 7D | 0.0% | -1.8% | +1.8% | +0.9% |
| 30D | -3.3% | +0.1% | -3.3% | -3.6% |
| 3M | +28.4% | +1.2% | +27.2% | +26.0% |
| 6M | +8.4% | -3.9% | +12.3% | +9.3% |
| YTD | -4.6% | +17.5% | -22.1% | -15.8% |
| 1Y | +4.4% | +22.6% | -18.2% | -11.2% |
| 3Y | +1,020.5% | +116.3% | +904.2% | +532.7% |
| 5Y | +548.8% | +157.6% | +391.2% | +221.4% |
| All | +548.8% | +157.3% | +391.5% | +221.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling