+577.9%
RCL vs KMI
+107.5%
+470.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.3% |
| 7D | -5.1% | -0.5% | -4.6% | -4.9% |
| 30D | -19.0% | +0.9% | -19.9% | -19.7% |
| 3M | -9.6% | 0.0% | -9.6% | -10.4% |
| 6M | -6.7% | -5.7% | -1.0% | -4.9% |
| YTD | -3.9% | +17.5% | -21.4% | -15.4% |
| 1Y | -25.1% | +22.3% | -47.4% | -36.0% |
| 3Y | +179.1% | +111.9% | +67.2% | +64.4% |
| 5Y | +243.3% | +151.8% | +91.5% | +80.5% |
| 10Y | +325.8% | +138.7% | +187.1% | +132.0% |
| All | +577.9% | +107.5% | +470.4% | +234.8% |
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