+16.4%
KMI vs SHAK
-34.9%
+51.3%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.2% | -3.5% | -0.1% |
| 7D | -1.7% | -8.3% | +6.6% | -2.1% |
| 30D | -2.7% | -12.6% | +9.9% | -3.4% |
| 3M | -0.7% | +9.1% | -9.8% | -0.2% |
| 6M | -5.0% | -31.2% | +26.3% | -5.0% |
| YTD | +15.5% | -21.6% | +37.0% | +15.5% |
| 1Y | +16.4% | -38.8% | +55.2% | +16.1% |
| All | +16.4% | -34.9% | +51.3% | +16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 1y: compounded portfolio wealth divided by compounded SHAK 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…
1y analysis · Full analysis span regression · 6 months rolling