-26.7%
ZTS vs KMI
+26.0%
-52.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -4.1% | +11.6% | +7.1% |
| 7D | +15.4% | -5.2% | +20.7% | +14.9% |
| 30D | +25.8% | +1.2% | +24.5% | +25.1% |
| 3M | +18.1% | +1.3% | +16.8% | +17.3% |
| 6M | -19.7% | -1.1% | -18.6% | -20.1% |
| YTD | -27.5% | +19.0% | -46.5% | -26.0% |
| 1Y | -26.7% | +26.6% | -53.3% | -25.6% |
| All | -26.7% | +26.0% | -52.7% | -25.6% |
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