+957.1%
WDC vs KMI
+151.2%
+805.9%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.5% | -3.0% | -3.8% |
| 7D | +4.4% | -2.1% | +6.5% | +5.3% |
| 30D | +5.3% | -1.7% | +7.0% | +6.0% |
| 3M | -5.9% | -1.9% | -4.0% | -5.8% |
| 6M | +73.2% | -4.3% | +77.6% | +74.6% |
| YTD | +167.8% | +15.8% | +152.0% | +143.4% |
| 1Y | +386.0% | +17.6% | +368.4% | +335.4% |
| 3Y | +1,309.7% | +113.1% | +1,196.6% | +784.3% |
| 5Y | +957.1% | +154.0% | +803.1% | +495.0% |
| All | +957.1% | +151.2% | +805.9% | +495.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling