+114.2%
KMI vs WU
-28.7%
+142.9%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.3% |
| 7D | -1.7% | -3.5% | +1.8% | -1.6% |
| 30D | -2.7% | -2.9% | +0.2% | -2.6% |
| 3M | -0.7% | -2.3% | +1.6% | -0.9% |
| 6M | -5.0% | -25.4% | +20.4% | -3.6% |
| YTD | +15.5% | -21.2% | +36.7% | +16.4% |
| 1Y | +16.4% | -8.9% | +25.3% | +15.1% |
| 3Y | +114.2% | -29.0% | +143.1% | +117.0% |
| All | +114.2% | -28.7% | +142.9% | +117.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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