+154.3%
KMI vs WEC
+197.9%
-43.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.6% |
| 7D | +6.5% | +2.3% | +4.2% | +5.8% |
| 30D | -3.4% | +11.1% | -14.5% | -6.8% |
| 3M | +0.4% | +8.4% | -8.1% | -2.3% |
| 6M | -0.9% | +7.5% | -8.4% | -3.4% |
| YTD | +20.5% | +15.3% | +5.2% | +14.9% |
| 1Y | +23.2% | +9.7% | +13.4% | +19.3% |
| 3Y | +121.6% | +64.7% | +56.9% | +88.9% |
| 5Y | +149.1% | +57.3% | +91.8% | +115.0% |
| All | +154.3% | +197.9% | -43.6% | +81.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 10y: compounded portfolio wealth divided by compounded WEC 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…
10y analysis · Full analysis span regression · 6 months rolling