+25.4%
KMI vs PLTD
-77.2%
+102.6%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.4% | -2.2% | -1.8% |
| 7D | -1.8% | -0.9% | -0.8% | -1.8% |
| 30D | +0.1% | +1.3% | -1.3% | +0.1% |
| 3M | +1.2% | -32.9% | +34.0% | 0.0% |
| 6M | -3.9% | -24.9% | +21.0% | -4.1% |
| YTD | +17.5% | -18.2% | +35.8% | +18.2% |
| 1Y | +22.6% | -28.7% | +51.3% | +22.1% |
| All | +25.4% | -77.2% | +102.6% | +10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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