+115.7%
KMI vs PHM
+1,754.4%
-1,638.7%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.5% | +5.4% | +2.7% |
| 7D | -0.4% | -2.5% | +2.1% | +0.2% |
| 30D | +3.7% | -9.7% | +13.3% | +6.1% |
| 3M | +3.2% | +2.2% | +0.9% | +1.9% |
| 6M | -3.0% | -5.7% | +2.7% | -2.6% |
| YTD | +19.7% | +2.8% | +16.8% | +17.0% |
| 1Y | +25.6% | -14.4% | +40.0% | +28.4% |
| 3Y | +120.2% | +52.2% | +68.0% | +86.5% |
| 5Y | +160.5% | +154.3% | +6.2% | +84.3% |
| 10Y | +134.8% | +545.9% | -411.0% | +23.6% |
| All | +115.7% | +1,754.4% | -1,638.7% | -9.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded PHM 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling