+22.3%
KMI vs PLUG
+45.6%
-23.4%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.8% | -3.5% | -0.6% |
| 7D | -0.5% | -0.9% | +0.4% | -0.5% |
| 30D | +0.9% | +3.3% | -2.4% | +0.8% |
| 3M | 0.0% | -39.7% | +39.7% | +0.6% |
| 6M | -5.7% | -12.5% | +6.8% | -5.9% |
| YTD | +17.5% | +10.2% | +7.3% | +16.9% |
| 1Y | +22.3% | +50.7% | -28.4% | +24.2% |
| All | +22.3% | +45.6% | -23.4% | +24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 1y: compounded portfolio wealth divided by compounded PLUG 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…
1y analysis · Full analysis span regression · 6 months rolling