+2,196.5%
WDC vs KMI
+111.3%
+2,085.1%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.8% | +0.3% | +1.2% |
| 7D | +6.0% | -0.4% | +6.4% | +6.2% |
| 30D | +9.9% | +3.7% | +6.3% | +7.9% |
| 3M | -9.4% | +3.2% | -12.6% | -11.5% |
| 6M | +94.7% | -3.0% | +97.7% | +95.2% |
| YTD | +177.4% | +19.7% | +157.7% | +148.2% |
| 1Y | +412.6% | +25.6% | +387.0% | +344.5% |
| 3Y | +1,359.8% | +120.2% | +1,239.6% | +830.7% |
| 5Y | +992.6% | +160.5% | +832.1% | +535.6% |
| 10Y | +1,245.5% | +134.8% | +1,110.7% | +692.1% |
| All | +2,196.5% | +111.3% | +2,085.1% | +1,200.5% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling