+51.4%
PYPL vs KMI
+46.8%
+4.6%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.4% | -2.8% |
| 7D | +2.7% | -0.5% | +3.2% | +2.8% |
| 30D | -4.9% | +0.9% | -5.8% | -5.3% |
| 3M | +28.9% | 0.0% | +28.9% | +28.5% |
| 6M | +18.2% | -5.7% | +23.9% | +19.8% |
| YTD | -5.0% | +17.5% | -22.5% | -10.6% |
| 1Y | -18.8% | +22.3% | -41.1% | -24.7% |
| 3Y | -12.6% | +111.9% | -124.5% | -32.6% |
| 5Y | -80.8% | +151.8% | -232.6% | -85.9% |
| 10Y | +49.9% | +138.7% | -88.7% | +5.1% |
| All | +51.4% | +46.8% | +4.6% | +20.1% |
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