+16.4%
KMI vs WCC
+66.3%
-49.9%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.6% | -3.9% | -0.3% |
| 7D | -1.7% | +1.4% | -3.1% | -1.7% |
| 30D | -2.7% | -2.3% | -0.5% | -2.8% |
| 3M | -0.7% | +3.7% | -4.3% | -0.6% |
| 6M | -5.0% | +34.8% | -39.7% | -6.7% |
| YTD | +15.5% | +46.1% | -30.7% | +13.0% |
| 1Y | +16.4% | +62.7% | -46.3% | +14.5% |
| All | +16.4% | +66.3% | -49.9% | +14.5% |
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