+67.9%
KMI vs PSX
+1,159.1%
-1,091.2%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.6% | +0.3% | +1.1% |
| 7D | -0.4% | +2.8% | -3.2% | -1.6% |
| 30D | +3.7% | +27.8% | -24.1% | -7.5% |
| 3M | +3.2% | +42.0% | -38.9% | -12.6% |
| 6M | -3.0% | +58.1% | -61.1% | -22.3% |
| YTD | +19.7% | +105.0% | -85.4% | -15.4% |
| 1Y | +25.6% | +104.9% | -79.3% | -11.8% |
| 3Y | +120.2% | +134.1% | -13.8% | +38.6% |
| 5Y | +160.5% | +363.8% | -203.3% | +11.1% |
| 10Y | +134.8% | +370.1% | -235.3% | -9.1% |
| All | +67.9% | +1,159.1% | -1,091.2% | -43.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling