+142.0%
KMI vs PAAS
+168.2%
-26.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -5.8% | +7.9% | +2.7% |
| 7D | -5.1% | +4.2% | -9.3% | -5.7% |
| 30D | -3.1% | -13.8% | +10.6% | -1.7% |
| 3M | +0.2% | -22.7% | +23.0% | +2.7% |
| 6M | +1.1% | -32.1% | +33.2% | +4.7% |
| YTD | +17.7% | -22.3% | +40.0% | +18.5% |
| 1Y | +19.6% | +7.7% | +11.9% | +14.7% |
| 3Y | +117.6% | +214.0% | -96.4% | +73.7% |
| 5Y | +143.1% | +63.2% | +79.9% | +107.7% |
| 10Y | +142.0% | +185.5% | -43.5% | +80.3% |
| All | +142.0% | +168.2% | -26.2% | +80.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 10y: compounded portfolio wealth divided by compounded PAAS 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…
10y analysis · Full analysis span regression · 6 months rolling