+6.0%
CLSK vs KMI
+151.4%
-145.4%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -0.3% | +7.1% | +7.1% |
| 7D | +7.7% | -1.7% | +9.4% | +9.5% |
| 30D | +12.2% | -2.7% | +15.0% | +14.2% |
| 3M | -15.5% | -0.7% | -14.8% | -16.5% |
| 6M | +39.3% | -5.0% | +44.3% | +41.5% |
| YTD | +35.1% | +15.5% | +19.6% | +12.7% |
| 1Y | +34.0% | +16.4% | +17.6% | +10.1% |
| 3Y | +226.3% | +114.2% | +112.1% | +37.1% |
| All | +6.0% | +151.4% | -145.4% | -63.5% |
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