+120.2%
KMI vs PAAS
+247.3%
-127.0%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.7% | +2.5% | +1.9% |
| 7D | -0.4% | +2.0% | -2.4% | -0.5% |
| 30D | +3.7% | -0.1% | +3.7% | +3.5% |
| 3M | +3.2% | +8.2% | -5.1% | +2.3% |
| 6M | -3.0% | -13.8% | +10.8% | -2.3% |
| YTD | +19.7% | -0.6% | +20.3% | +18.0% |
| 1Y | +25.6% | +44.0% | -18.4% | +18.0% |
| 3Y | +120.2% | +246.6% | -126.4% | +78.3% |
| All | +120.2% | +247.3% | -127.0% | +78.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling