+160.5%
KMI vs PAAS
+117.9%
+42.6%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.7% | +2.5% | +1.9% |
| 7D | -0.4% | +2.0% | -2.4% | -0.6% |
| 30D | +3.7% | -0.1% | +3.7% | +3.4% |
| 3M | +3.2% | +8.2% | -5.1% | +1.7% |
| 6M | -3.0% | -13.8% | +10.8% | -2.2% |
| YTD | +19.7% | -0.6% | +20.3% | +17.4% |
| 1Y | +25.6% | +44.0% | -18.4% | +15.9% |
| 3Y | +120.2% | +246.6% | -126.4% | +70.0% |
| 5Y | +160.5% | +116.1% | +44.4% | +115.4% |
| All | +160.5% | +117.9% | +42.6% | +115.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling