+146.4%
KMI vs SBAC
-39.6%
+186.1%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.8% | -0.5% |
| 7D | +6.5% | +0.6% | +5.9% | +6.4% |
| 30D | -3.4% | +5.5% | -8.9% | -4.4% |
| 3M | +0.4% | +3.1% | -2.7% | -0.4% |
| 6M | -0.9% | -7.0% | +6.1% | 0.0% |
| YTD | +20.5% | +0.5% | +20.0% | +19.2% |
| 1Y | +23.2% | +0.2% | +23.0% | +21.9% |
| 3Y | +121.6% | -7.4% | +129.0% | +119.5% |
| All | +146.4% | -39.6% | +186.1% | +159.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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