+154.3%
KMI vs PAAS
+205.7%
-51.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.2% |
| 7D | +6.5% | -8.9% | +15.5% | +7.6% |
| 30D | -3.4% | -11.4% | +8.0% | -2.3% |
| 3M | +0.4% | -20.4% | +20.8% | +2.5% |
| 6M | -0.9% | -40.7% | +39.8% | +4.3% |
| YTD | +20.5% | -26.9% | +47.4% | +22.1% |
| 1Y | +23.2% | -3.1% | +26.2% | +19.7% |
| 3Y | +121.6% | +199.3% | -77.6% | +78.2% |
| 5Y | +149.1% | +48.3% | +100.8% | +115.5% |
| All | +154.3% | +205.7% | -51.4% | +90.1% |
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