+87.8%
ZTS vs KMI
+158.9%
-71.1%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.1% |
| 7D | +5.6% | +6.5% | -1.0% | +3.6% |
| 30D | +12.1% | -3.4% | +15.5% | +13.0% |
| 3M | +11.3% | +0.4% | +10.9% | +10.7% |
| 6M | +14.3% | -0.9% | +15.2% | +14.1% |
| YTD | -31.9% | +20.5% | -52.4% | -36.3% |
| 1Y | -29.3% | +23.2% | -52.4% | -34.3% |
| 3Y | -48.0% | +121.6% | -169.7% | -61.0% |
| 5Y | -58.9% | +149.1% | -208.0% | -70.5% |
| All | +87.8% | +158.9% | -71.1% | +24.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling