+136.9%
EQT vs KMI
+104.5%
+32.4%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.5% | +2.1% | +1.5% |
| 7D | -1.2% | -2.1% | +0.9% | +0.1% |
| 30D | +1.1% | -1.7% | +2.8% | +1.9% |
| 3M | +4.8% | -1.9% | +6.7% | +5.8% |
| 6M | -10.6% | -4.3% | -6.2% | -8.3% |
| YTD | +3.4% | +15.8% | -12.4% | -6.3% |
| 1Y | +8.7% | +17.6% | -8.9% | -2.5% |
| 3Y | +35.0% | +113.1% | -78.2% | -15.2% |
| 5Y | +204.2% | +154.0% | +50.3% | +79.6% |
| 10Y | +52.5% | +133.1% | -80.6% | -10.9% |
| All | +136.9% | +104.5% | +32.4% | +27.6% |
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 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