+26.6%
KMI vs WCC
+24.5%
+2.1%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -9.9% | +5.8% | -3.7% |
| 7D | -5.2% | -8.8% | +3.5% | -4.9% |
| 30D | +1.2% | -16.0% | +17.3% | +1.9% |
| 3M | +1.3% | -15.2% | +16.6% | +1.9% |
| 6M | -1.1% | -8.4% | +7.2% | -0.6% |
| YTD | +19.0% | +30.1% | -11.1% | +16.2% |
| 1Y | +26.6% | +26.4% | +0.1% | +22.9% |
| All | +26.6% | +24.5% | +2.1% | +22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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