+417.4%
WDC vs KMI
+21.6%
+395.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.6% | +6.5% | +5.6% |
| 7D | +1.7% | -0.5% | +2.3% | +1.6% |
| 30D | -10.0% | +0.9% | -10.9% | -9.4% |
| 3M | -18.8% | 0.0% | -18.7% | -18.4% |
| 6M | +79.0% | -5.7% | +84.7% | +75.0% |
| YTD | +171.6% | +17.5% | +154.1% | +196.4% |
| 1Y | +417.4% | +22.3% | +395.1% | +510.9% |
| All | +417.4% | +21.6% | +395.8% | +510.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling