+114.2%
KMI vs FWONK
+44.6%
+69.5%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.4% | -0.3% |
| 7D | -1.7% | +0.1% | -1.8% | -1.7% |
| 30D | -2.7% | -7.7% | +5.0% | -2.1% |
| 3M | -0.7% | +5.7% | -6.4% | -1.4% |
| 6M | -5.0% | +13.5% | -18.4% | -6.7% |
| YTD | +15.5% | -3.0% | +18.4% | +15.9% |
| 1Y | +16.4% | -6.4% | +22.8% | +17.4% |
| 3Y | +114.2% | +43.8% | +70.3% | +105.9% |
| All | +114.2% | +44.6% | +69.5% | +105.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FWONK.
Daily Out/Under-Performance
Portfolio return minus FWONK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FWONK 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 FWONK 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