+136.6%
KMI vs PAAS
+218.1%
-81.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +3.7% | -5.5% | -2.2% |
| 7D | -1.8% | +2.6% | -4.4% | -2.1% |
| 30D | +0.1% | +2.5% | -2.4% | -0.5% |
| 3M | +1.2% | +15.1% | -13.9% | -1.2% |
| 6M | -3.9% | -12.1% | +8.1% | -3.5% |
| YTD | +17.5% | +3.1% | +14.5% | +14.7% |
| 1Y | +22.6% | +50.8% | -28.2% | +12.7% |
| 3Y | +116.3% | +259.5% | -143.2% | +70.2% |
| 5Y | +157.6% | +126.3% | +31.3% | +111.6% |
| 10Y | +136.6% | +239.7% | -103.2% | +73.0% |
| All | +136.6% | +218.1% | -81.6% | +73.0% |
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