+150.6%
KMI vs EOG
+169.9%
-19.3%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | -1.7% | +1.5% | -3.2% | -2.3% |
| 30D | -2.7% | +2.9% | -5.7% | -4.0% |
| 3M | -0.7% | +8.7% | -9.4% | -4.4% |
| 6M | -5.0% | +12.9% | -17.9% | -10.2% |
| YTD | +15.5% | +43.8% | -28.4% | -1.5% |
| 1Y | +16.4% | +27.1% | -10.6% | +4.3% |
| 3Y | +114.2% | +25.9% | +88.3% | +88.6% |
| All | +150.6% | +169.9% | -19.3% | +56.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EOG.
Daily Out/Under-Performance
Portfolio return minus EOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOG 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 5y: compounded portfolio wealth divided by compounded EOG 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…
5y analysis · Full analysis span regression · 6 months rolling