+111.8%
KMI vs PLUG
-73.5%
+185.4%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.8% | -3.5% | -0.8% |
| 7D | -0.5% | -0.9% | +0.4% | -0.5% |
| 30D | +0.9% | +3.3% | -2.4% | +0.7% |
| 3M | 0.0% | -39.7% | +39.7% | +2.0% |
| 6M | -5.7% | -12.5% | +6.8% | -5.8% |
| YTD | +17.5% | +10.2% | +7.3% | +15.6% |
| 1Y | +22.3% | +50.7% | -28.4% | +17.3% |
| 3Y | +111.9% | -74.5% | +186.4% | +110.6% |
| 5Y | +151.8% | -91.8% | +243.6% | +158.3% |
| 10Y | +138.7% | +43.7% | +94.9% | +105.1% |
| All | +111.8% | -73.5% | +185.4% | +92.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling