+146.5%
KMI vs PL
+46.6%
+99.9%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +14.5% | -12.5% | +1.3% |
| 7D | -6.5% | +10.9% | -17.4% | -7.1% |
| 30D | -5.1% | -16.4% | +11.3% | -4.4% |
| 3M | 0.0% | -39.9% | +39.9% | +2.1% |
| 6M | -0.9% | -63.2% | +62.3% | +3.1% |
| YTD | +15.4% | -27.1% | +42.5% | +14.1% |
| 1Y | +19.5% | +12.2% | +7.3% | +14.6% |
| 3Y | +116.3% | +584.3% | -468.0% | +74.3% |
| 5Y | +136.6% | +37.0% | +99.6% | +106.8% |
| All | +146.5% | +46.6% | +99.9% | +120.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 10y: compounded portfolio wealth divided by compounded PL 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…
10y analysis · Full analysis span regression · 6 months rolling