+1,322.5%
WDC vs KMI
+112.8%
+1,209.7%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.3% | -4.7% | -4.9% |
| 7D | +12.1% | +6.5% | +5.5% | +8.7% |
| 30D | -18.8% | -3.4% | -15.4% | -17.2% |
| 3M | -39.3% | +0.4% | -39.7% | -39.5% |
| 6M | -40.1% | -0.9% | -39.2% | -40.5% |
| YTD | +71.8% | +20.5% | +51.3% | +53.2% |
| 1Y | +88.5% | +23.2% | +65.3% | +65.6% |
| 3Y | +770.0% | +121.6% | +648.4% | +454.1% |
| 5Y | +549.0% | +149.1% | +400.0% | +287.1% |
| 10Y | +650.3% | +158.3% | +492.0% | +326.8% |
| All | +1,322.5% | +112.8% | +1,209.7% | +702.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling