-4.9%
EQT vs KMI
+26.0%
-30.8%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.1% | +0.9% | -0.7% |
| 7D | -6.6% | -5.2% | -1.3% | -3.5% |
| 30D | +2.7% | +1.2% | +1.5% | +1.7% |
| 3M | -0.2% | +1.3% | -1.5% | -1.7% |
| 6M | -10.6% | -1.1% | -9.4% | -10.3% |
| YTD | -1.2% | +19.0% | -20.1% | -12.6% |
| 1Y | -4.9% | +26.6% | -31.4% | -21.9% |
| All | -4.9% | +26.0% | -30.8% | -21.9% |
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 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