+242.7%
PWR vs KMI
+122.7%
+120.1%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.5% |
| 7D | +11.3% | +6.5% | +4.8% | +7.5% |
| 30D | -8.9% | -3.4% | -5.4% | -6.9% |
| 3M | -10.5% | +0.4% | -10.9% | -10.5% |
| 6M | -22.2% | -0.9% | -21.2% | -22.1% |
| YTD | +42.7% | +20.5% | +22.3% | +27.5% |
| 1Y | +41.1% | +23.2% | +17.9% | +24.2% |
| 3Y | +242.7% | +121.6% | +121.1% | +155.6% |
| All | +242.7% | +122.7% | +120.1% | +155.6% |
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