+154.3%
KMI vs WING
+620.3%
-465.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.2% | -0.3% |
| 7D | +6.5% | -2.5% | +9.0% | +6.7% |
| 30D | -3.4% | +29.5% | -33.0% | -6.3% |
| 3M | +0.4% | +40.2% | -39.8% | -3.7% |
| 6M | -0.9% | +32.7% | -33.6% | -5.0% |
| YTD | +20.5% | -32.8% | +53.3% | +23.3% |
| 1Y | +23.2% | -31.7% | +54.9% | +25.5% |
| 3Y | +121.6% | -24.7% | +146.3% | +111.5% |
| 5Y | +149.1% | -0.5% | +149.6% | +120.3% |
| All | +154.3% | +620.3% | -465.9% | +35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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