+150.6%
KMI vs TRGP
+628.1%
-477.5%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | 0.0% |
| 7D | -1.7% | +0.1% | -1.8% | -1.7% |
| 30D | -2.7% | +8.0% | -10.8% | -6.8% |
| 3M | -0.7% | +8.3% | -8.9% | -5.2% |
| 6M | -5.0% | +23.9% | -28.9% | -15.6% |
| YTD | +15.5% | +59.6% | -44.2% | -10.4% |
| 1Y | +16.4% | +79.4% | -63.0% | -15.7% |
| 3Y | +114.2% | +269.4% | -155.3% | +1.6% |
| All | +150.6% | +628.1% | -477.5% | -22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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