+770.0%
WDC vs KMI
+122.7%
+647.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.3% | -4.7% | -4.9% |
| 7D | +12.1% | +6.5% | +5.5% | +10.4% |
| 30D | -18.8% | -3.4% | -15.4% | -18.2% |
| 3M | -39.3% | +0.4% | -39.7% | -39.4% |
| 6M | -40.1% | -0.9% | -39.2% | -40.3% |
| YTD | +71.8% | +20.5% | +51.3% | +59.4% |
| 1Y | +88.5% | +23.2% | +65.3% | +72.8% |
| 3Y | +770.0% | +121.6% | +648.4% | +682.2% |
| All | +770.0% | +122.7% | +647.3% | +682.2% |
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