+23.6%
KMI vs PLTD
-76.7%
+100.3%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.3% | -3.7% | -1.4% |
| 7D | -2.1% | +9.9% | -12.0% | -1.7% |
| 30D | -1.7% | +3.8% | -5.5% | -1.5% |
| 3M | -1.9% | -32.3% | +30.4% | -3.0% |
| 6M | -4.3% | -25.9% | +21.5% | -4.7% |
| YTD | +15.8% | -16.4% | +32.2% | +16.6% |
| 1Y | +17.6% | -25.2% | +42.7% | +17.5% |
| All | +23.6% | -76.7% | +100.3% | +8.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling