+149.0%
WMB vs KMI
+121.9%
+27.1%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.8% | +0.4% | +0.6% |
| 7D | +0.8% | -0.4% | +1.2% | +1.1% |
| 30D | +7.7% | +3.7% | +4.1% | +4.3% |
| 3M | +6.7% | +3.2% | +3.5% | +3.9% |
| 6M | +3.6% | -3.0% | +6.6% | +6.6% |
| YTD | +28.0% | +19.7% | +8.3% | +9.1% |
| 1Y | +37.6% | +25.6% | +12.0% | +12.3% |
| 3Y | +149.0% | +120.2% | +28.8% | +28.2% |
| All | +149.0% | +121.9% | +27.1% | +28.2% |
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