+2,617.8%
PWR vs KMI
+111.3%
+2,506.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.8% | +0.5% | +1.5% |
| 7D | +4.5% | -0.4% | +4.9% | +4.7% |
| 30D | -4.9% | +3.7% | -8.5% | -6.6% |
| 3M | -7.9% | +3.2% | -11.0% | -9.7% |
| 6M | +18.3% | -3.0% | +21.3% | +19.3% |
| YTD | +51.5% | +19.7% | +31.8% | +37.8% |
| 1Y | +70.3% | +25.6% | +44.7% | +50.7% |
| 3Y | +210.6% | +120.2% | +90.4% | +110.3% |
| 5Y | +456.7% | +160.5% | +296.2% | +245.3% |
| 10Y | +2,396.1% | +134.8% | +2,261.3% | +1,438.6% |
| All | +2,617.8% | +111.3% | +2,506.5% | +1,427.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling