+26.6%
KMI vs SMTC
+70.8%
-44.3%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -12.9% | +8.8% | -3.7% |
| 7D | -5.2% | -24.5% | +19.3% | -4.7% |
| 30D | +1.2% | -42.5% | +43.7% | +2.4% |
| 3M | +1.3% | -14.1% | +15.4% | +1.4% |
| 6M | -1.1% | +3.6% | -4.8% | -1.7% |
| YTD | +19.0% | +50.6% | -31.6% | +17.8% |
| 1Y | +26.6% | +72.2% | -45.7% | +25.0% |
| All | +26.6% | +70.8% | -44.3% | +25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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