+121.9%
KMI vs WING
-30.4%
+152.4%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.8% |
| 7D | -0.4% | -0.1% | -0.2% | -0.4% |
| 30D | +3.7% | -6.0% | +9.7% | +3.7% |
| 3M | +3.2% | -23.5% | +26.6% | +3.3% |
| 6M | -3.0% | -52.0% | +49.0% | -2.5% |
| YTD | +19.7% | -53.8% | +73.5% | +20.1% |
| 1Y | +25.6% | -63.8% | +89.4% | +26.8% |
| All | +121.9% | -30.4% | +152.4% | +114.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling