+36.2%
QCOM vs KMI
+158.6%
-122.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.8% | +1.3% | +2.5% |
| 7D | +5.1% | -0.4% | +5.4% | +5.2% |
| 30D | +4.3% | +3.7% | +0.6% | +2.8% |
| 3M | -19.6% | +3.2% | -22.8% | -21.1% |
| 6M | +29.5% | -3.0% | +32.5% | +30.0% |
| YTD | +3.4% | +19.7% | -16.3% | -5.7% |
| 1Y | +10.9% | +25.6% | -14.7% | -1.3% |
| 3Y | +74.8% | +120.2% | -45.4% | +14.9% |
| 5Y | +36.2% | +160.5% | -124.3% | -15.1% |
| All | +36.2% | +158.6% | -122.4% | -15.1% |
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 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