-81.6%
PYPL vs KMI
+157.3%
-238.9%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.8% | -0.1% | -1.2% |
| 7D | -4.3% | -1.8% | -2.6% | -3.7% |
| 30D | -11.5% | +0.1% | -11.5% | -11.6% |
| 3M | +26.1% | +1.2% | +25.0% | +25.0% |
| 6M | +13.7% | -3.9% | +17.6% | +14.7% |
| YTD | -9.8% | +17.5% | -27.4% | -17.5% |
| 1Y | -22.1% | +22.6% | -44.7% | -30.4% |
| 3Y | -13.5% | +116.3% | -129.8% | -45.6% |
| 5Y | -81.6% | +157.6% | -239.2% | -89.2% |
| All | -81.6% | +157.3% | -238.9% | -89.2% |
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 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