+154.0%
KMI vs PSX
+357.6%
-203.6%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.6% | -1.2% |
| 7D | -2.1% | +1.5% | -3.6% | -2.5% |
| 30D | -1.7% | +15.8% | -17.5% | -6.4% |
| 3M | -1.9% | +43.0% | -44.9% | -13.3% |
| 6M | -4.3% | +61.1% | -65.4% | -19.2% |
| YTD | +15.8% | +104.5% | -88.7% | -10.2% |
| 1Y | +17.6% | +102.5% | -84.9% | -9.0% |
| 3Y | +113.1% | +133.5% | -20.4% | +50.2% |
| 5Y | +154.0% | +367.0% | -213.0% | +27.2% |
| All | +154.0% | +357.6% | -203.6% | +27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 5y: compounded portfolio wealth divided by compounded PSX 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…
5y analysis · Full analysis span regression · 6 months rolling