+366.0%
WDC vs KMI
+17.6%
+348.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.3% | -2.7% | -3.1% |
| 7D | -4.3% | -1.7% | -2.6% | -5.0% |
| 30D | -1.5% | -2.7% | +1.2% | -2.6% |
| 3M | -15.5% | -0.7% | -14.8% | -15.4% |
| 6M | +66.5% | -5.0% | +71.4% | +63.3% |
| YTD | +159.9% | +15.5% | +144.4% | +182.3% |
| 1Y | +366.0% | +16.4% | +349.5% | +407.6% |
| All | +366.0% | +17.6% | +348.4% | +407.6% |
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 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