+115.7%
KMI vs WCC
+525.5%
-409.8%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.5% | -0.6% | +1.1% |
| 7D | -0.4% | +8.5% | -8.9% | -2.8% |
| 30D | +3.7% | -1.0% | +4.6% | +3.7% |
| 3M | +3.2% | +2.1% | +1.0% | +1.2% |
| 6M | -3.0% | +36.8% | -39.8% | -14.0% |
| YTD | +19.7% | +47.7% | -28.1% | +2.9% |
| 1Y | +25.6% | +66.5% | -40.9% | +3.0% |
| 3Y | +120.2% | +134.2% | -13.9% | +50.5% |
| 5Y | +160.5% | +231.6% | -71.2% | +45.4% |
| 10Y | +134.8% | +508.1% | -373.3% | -13.7% |
| All | +115.7% | +525.5% | -409.8% | -30.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling