+157.6%
KMI vs PINS
-66.4%
+224.0%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -9.2% | +7.5% | -1.2% |
| 7D | -1.8% | -13.9% | +12.1% | -0.9% |
| 30D | +0.1% | -25.0% | +25.1% | +1.7% |
| 3M | +1.2% | -16.6% | +17.8% | +2.0% |
| 6M | -3.9% | -7.0% | +3.1% | -4.0% |
| YTD | +17.5% | -29.4% | +46.9% | +19.6% |
| 1Y | +22.6% | -49.9% | +72.6% | +27.8% |
| 3Y | +116.3% | -33.6% | +149.9% | +116.2% |
| 5Y | +157.6% | -66.8% | +224.4% | +167.8% |
| All | +157.6% | -66.4% | +224.0% | +167.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PINS.
Daily Out/Under-Performance
Portfolio return minus PINS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PINS 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 PINS 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