+120.2%
KMI vs SN
+430.5%
-310.2%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.0% | +0.8% | +1.8% |
| 7D | -0.4% | +0.1% | -0.5% | -0.4% |
| 30D | +3.7% | -5.6% | +9.3% | +4.0% |
| 3M | +3.2% | +48.1% | -44.9% | +0.4% |
| 6M | -3.0% | +57.6% | -60.6% | -6.2% |
| YTD | +19.7% | +56.5% | -36.8% | +15.6% |
| 1Y | +25.6% | +52.6% | -26.9% | +21.6% |
| 3Y | +120.2% | +412.0% | -291.8% | +93.6% |
| All | +120.2% | +430.5% | -310.2% | +93.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 SN 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