+35.8%
EQT vs KMI
+112.1%
-76.3%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.5% | +2.1% | +1.9% |
| 7D | -1.2% | -2.1% | +0.9% | +0.6% |
| 30D | +1.1% | -1.7% | +2.8% | +2.2% |
| 3M | +4.8% | -1.9% | +6.7% | +5.9% |
| 6M | -10.6% | -4.3% | -6.2% | -7.6% |
| YTD | +3.4% | +15.8% | -12.4% | -11.1% |
| 1Y | +8.7% | +17.6% | -8.9% | -8.2% |
| All | +35.8% | +112.1% | -76.3% | -39.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling