+116.3%
KMI vs SIMO
+230.1%
-113.8%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +5.7% | -3.6% | +1.8% |
| 7D | -6.5% | -8.2% | +1.6% | -6.3% |
| 30D | -5.1% | -34.6% | +29.5% | -4.1% |
| 3M | 0.0% | -32.6% | +32.6% | +0.7% |
| 6M | -0.9% | -31.8% | +30.9% | -0.6% |
| YTD | +15.4% | +87.6% | -72.2% | +9.2% |
| 1Y | +19.5% | +86.7% | -67.2% | +13.1% |
| 3Y | +116.3% | +227.4% | -111.1% | +83.2% |
| All | +116.3% | +230.1% | -113.8% | +83.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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