+2,521.4%
PWR vs KMI
+136.8%
+2,384.6%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.3% | +5.4% | +5.3% |
| 7D | +4.2% | -1.7% | +5.9% | +5.2% |
| 30D | -4.0% | -2.7% | -1.3% | -2.7% |
| 3M | -4.8% | -0.7% | -4.1% | -4.9% |
| 6M | +14.6% | -5.0% | +19.6% | +16.9% |
| YTD | +54.2% | +15.5% | +38.8% | +41.3% |
| 1Y | +67.1% | +16.4% | +50.7% | +51.8% |
| 3Y | +218.5% | +114.2% | +104.3% | +108.8% |
| 5Y | +466.3% | +153.3% | +313.0% | +235.9% |
| All | +2,521.4% | +136.8% | +2,384.6% | +1,457.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI 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 10y: compounded portfolio wealth divided by compounded KMI 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…
10y analysis · Full analysis span regression · 6 months rolling