+1,735.1%
PLTR vs KMI
+251.7%
+1,483.3%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.6% | -3.9% | -4.2% |
| 7D | -6.4% | -0.5% | -5.9% | -6.2% |
| 30D | +10.0% | +0.9% | +9.1% | +9.2% |
| 3M | +23.0% | 0.0% | +23.0% | +21.9% |
| 6M | +13.8% | -5.7% | +19.5% | +15.9% |
| YTD | -1.9% | +17.5% | -19.4% | -11.4% |
| 1Y | +11.6% | +22.3% | -10.6% | -1.9% |
| 3Y | +1,048.4% | +111.9% | +936.5% | +654.9% |
| 5Y | +554.4% | +151.8% | +402.5% | +314.6% |
| All | +1,735.1% | +251.7% | +1,483.3% | +1,023.0% |
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