+22.3%
KMI vs WCN
-8.7%
+31.0%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.5% | -0.4% |
| 7D | -0.5% | -0.6% | +0.1% | -0.4% |
| 30D | +0.9% | +0.4% | +0.5% | +0.8% |
| 3M | 0.0% | +7.3% | -7.3% | -1.1% |
| 6M | -5.7% | -2.5% | -3.2% | -5.6% |
| YTD | +17.5% | -5.4% | +22.9% | +17.6% |
| 1Y | +22.3% | -8.5% | +30.7% | +25.1% |
| All | +22.3% | -8.7% | +31.0% | +25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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