+202.9%
PWR vs KMI
+112.1%
+90.8%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.5% | +0.1% | -0.5% |
| 7D | -0.2% | -2.1% | +1.8% | +0.9% |
| 30D | -7.7% | -1.7% | -6.0% | -7.0% |
| 3M | -4.9% | -1.9% | -3.0% | -4.6% |
| 6M | +9.7% | -4.3% | +14.1% | +11.4% |
| YTD | +46.7% | +15.8% | +30.9% | +32.5% |
| 1Y | +58.7% | +17.6% | +41.1% | +41.2% |
| All | +202.9% | +112.1% | +90.8% | +86.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling