+146.4%
KMI vs WM
+61.9%
+84.6%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.2% |
| 7D | +6.5% | +3.2% | +3.3% | +5.4% |
| 30D | -3.4% | +13.0% | -16.5% | -7.6% |
| 3M | +0.4% | +9.2% | -8.8% | -2.9% |
| 6M | -0.9% | +13.6% | -14.6% | -5.6% |
| YTD | +20.5% | +12.4% | +8.1% | +14.9% |
| 1Y | +23.2% | +21.2% | +2.0% | +14.1% |
| 3Y | +121.6% | +48.7% | +72.9% | +87.8% |
| All | +146.4% | +61.9% | +84.6% | +97.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 5y: compounded portfolio wealth divided by compounded WM 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…
5y analysis · Full analysis span regression · 6 months rolling