-25.1%
RCL vs KMI
+21.6%
-46.6%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | -0.3% |
| 7D | -5.1% | -0.5% | -4.6% | -5.2% |
| 30D | -19.0% | +0.9% | -19.9% | -18.7% |
| 3M | -9.6% | 0.0% | -9.6% | -9.4% |
| 6M | -6.7% | -5.7% | -1.0% | -7.5% |
| YTD | -3.9% | +17.5% | -21.4% | -5.2% |
| 1Y | -25.1% | +22.3% | -47.4% | -28.6% |
| All | -25.1% | +21.6% | -46.6% | -28.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling