+23.3%
KMI vs PLTU
+129.7%
-106.4%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.4% | +2.9% | -1.4% |
| 7D | -2.1% | -17.7% | +15.7% | -1.7% |
| 30D | -1.7% | -12.5% | +10.8% | -1.5% |
| 3M | -1.9% | +39.5% | -41.4% | -3.0% |
| 6M | -4.3% | -7.0% | +2.6% | -4.7% |
| YTD | +15.8% | -38.1% | +53.9% | +16.5% |
| 1Y | +17.6% | -36.0% | +53.6% | +17.2% |
| All | +23.3% | +129.7% | -106.4% | +7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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