+285.0%
WMB vs KMI
+157.3%
+127.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.8% | +0.9% | +0.7% |
| 7D | 0.0% | -1.8% | +1.7% | +1.6% |
| 30D | +4.6% | +0.1% | +4.5% | +4.6% |
| 3M | +5.7% | +1.2% | +4.6% | +4.8% |
| 6M | +4.2% | -3.9% | +8.1% | +8.1% |
| YTD | +26.8% | +17.5% | +9.3% | +9.9% |
| 1Y | +34.7% | +22.6% | +12.0% | +12.4% |
| 3Y | +146.8% | +116.3% | +30.5% | +24.5% |
| 5Y | +285.0% | +157.6% | +127.4% | +64.5% |
| All | +285.0% | +157.3% | +127.7% | +64.5% |
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