+26.6%
KMI vs WTW
+8.6%
+18.0%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +3.0% | -7.1% | -4.0% |
| 7D | -5.2% | +4.9% | -10.1% | -5.0% |
| 30D | +1.2% | +17.1% | -15.9% | +1.9% |
| 3M | +1.3% | -0.3% | +1.7% | +1.3% |
| 6M | -1.1% | +30.7% | -31.8% | -0.6% |
| YTD | +19.0% | +3.7% | +15.3% | +18.6% |
| 1Y | +26.6% | +5.9% | +20.7% | +25.0% |
| All | +26.6% | +8.6% | +18.0% | +25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 1y: compounded portfolio wealth divided by compounded WTW 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…
1y analysis · Full analysis span regression · 6 months rolling