+25.1%
KMI vs PLTU
+154.0%
-128.9%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -9.0% | +8.4% | -0.5% |
| 7D | -0.5% | -13.6% | +13.1% | -0.3% |
| 30D | +0.9% | +16.7% | -15.8% | +0.5% |
| 3M | 0.0% | +29.6% | -29.6% | -0.9% |
| 6M | -5.7% | -0.1% | -5.6% | -6.1% |
| YTD | +17.5% | -31.5% | +49.0% | +18.0% |
| 1Y | +22.3% | -19.7% | +42.0% | +21.0% |
| All | +25.1% | +154.0% | -128.9% | +9.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling