+101.9%
WMT vs KMI
+111.5%
-9.6%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.4% |
| 7D | 0.0% | -1.7% | +1.7% | +0.3% |
| 30D | -7.4% | -2.7% | -4.7% | -6.9% |
| 3M | -10.9% | -0.7% | -10.2% | -10.8% |
| 6M | -12.7% | -5.0% | -7.7% | -11.9% |
| YTD | -3.2% | +15.5% | -18.7% | -5.6% |
| 1Y | +5.3% | +16.4% | -11.2% | +2.5% |
| 3Y | +101.9% | +114.2% | -12.3% | +76.3% |
| All | +101.9% | +111.5% | -9.6% | +76.3% |
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