+283.3%
WMB vs KMI
+159.6%
+123.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.6% | -0.4% |
| 7D | +8.1% | +6.0% | +2.0% | +2.6% |
| 30D | -6.9% | -3.4% | -3.5% | -3.8% |
| 3M | -5.1% | +1.8% | -6.9% | -6.3% |
| 6M | -5.7% | +0.4% | -6.2% | -5.7% |
| YTD | +18.1% | +20.8% | -2.8% | +0.3% |
| 1Y | +18.4% | +23.0% | -4.6% | -1.0% |
| 3Y | +122.7% | +123.3% | -0.6% | +10.3% |
| 5Y | +202.0% | +149.8% | +52.3% | +35.4% |
| All | +283.3% | +159.6% | +123.7% | +59.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling