+41.9%
KMI vs WING
+405.9%
-363.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.3% | -0.5% |
| 7D | -0.5% | -3.9% | +3.3% | 0.0% |
| 30D | +0.9% | -11.6% | +12.5% | +2.2% |
| 3M | 0.0% | -24.2% | +24.2% | +2.9% |
| 6M | -5.7% | -54.1% | +48.4% | +3.0% |
| YTD | +17.5% | -53.9% | +71.4% | +27.1% |
| 1Y | +22.3% | -64.4% | +86.6% | +36.5% |
| 3Y | +111.9% | -30.2% | +142.1% | +99.7% |
| 5Y | +151.8% | -34.1% | +186.0% | +131.3% |
| 10Y | +138.7% | +342.1% | -203.5% | +21.0% |
| All | +41.9% | +405.9% | -363.9% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling