+227.1%
RCL vs KMI
+157.3%
+69.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.8% | 0.0% | -0.9% |
| 7D | -2.2% | -1.8% | -0.4% | -1.3% |
| 30D | -15.7% | +0.1% | -15.7% | -15.9% |
| 3M | -8.0% | +1.2% | -9.1% | -9.4% |
| 6M | -10.1% | -3.9% | -6.2% | -9.5% |
| YTD | -5.9% | +17.5% | -23.4% | -17.1% |
| 1Y | -23.5% | +22.6% | -46.1% | -34.8% |
| 3Y | +174.4% | +116.3% | +58.1% | +52.0% |
| 5Y | +227.1% | +157.6% | +69.5% | +56.7% |
| All | +227.1% | +157.3% | +69.9% | +56.7% |
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