+116.0%
KMI vs SOUN
-24.7%
+140.6%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.5% | +4.4% | +1.9% |
| 7D | -0.4% | -4.1% | +3.7% | -0.3% |
| 30D | +3.7% | -18.1% | +21.7% | +4.0% |
| 3M | +3.2% | -12.3% | +15.4% | +3.3% |
| 6M | -3.0% | -18.6% | +15.6% | -2.9% |
| YTD | +19.7% | -34.1% | +53.8% | +20.2% |
| 1Y | +25.6% | -57.0% | +82.7% | +27.0% |
| 3Y | +120.2% | +185.7% | -65.4% | +113.1% |
| All | +116.0% | -24.7% | +140.6% | +112.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 all: compounded portfolio wealth divided by compounded SOUN 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…
all analysis · Full analysis span regression · 6 months rolling