+148.0%
KMI vs PINS
-14.1%
+162.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.2% | +1.5% | -0.4% |
| 7D | -0.5% | -12.0% | +11.5% | +0.8% |
| 30D | +0.9% | -12.7% | +13.6% | +2.3% |
| 3M | 0.0% | -5.5% | +5.5% | +0.2% |
| 6M | -5.7% | +5.3% | -11.0% | -7.0% |
| YTD | +17.5% | -21.2% | +38.7% | +19.2% |
| 1Y | +22.3% | -45.0% | +67.3% | +28.9% |
| 3Y | +111.9% | -26.2% | +138.2% | +109.4% |
| 5Y | +151.8% | -64.0% | +215.8% | +165.0% |
| All | +148.0% | -14.1% | +162.1% | +64.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling