+1,394.6%
WDC vs KMI
+115.3%
+1,279.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.8% | +2.8% | +1.4% |
| 7D | +7.5% | -1.8% | +9.2% | +7.8% |
| 30D | +10.1% | +0.1% | +10.0% | +10.1% |
| 3M | -6.8% | +1.2% | -8.0% | -7.5% |
| 6M | +84.1% | -3.9% | +88.1% | +84.8% |
| YTD | +180.3% | +17.5% | +162.7% | +162.0% |
| 1Y | +411.1% | +22.6% | +388.4% | +366.9% |
| All | +1,394.6% | +115.3% | +1,279.3% | +1,242.2% |
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