+25.6%
KMI vs PLUG
+53.7%
-28.1%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +4.1% | -2.3% | +1.8% |
| 7D | -0.4% | +8.1% | -8.5% | -0.4% |
| 30D | +3.7% | +3.7% | 0.0% | +3.6% |
| 3M | +3.2% | -29.2% | +32.3% | +3.6% |
| 6M | -3.0% | +6.1% | -9.1% | -3.5% |
| YTD | +19.7% | +14.7% | +4.9% | +19.0% |
| 1Y | +25.6% | +56.9% | -31.3% | +27.0% |
| All | +25.6% | +53.7% | -28.1% | +27.0% |
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