+115.2%
KMI vs SOXQ
+279.9%
-164.8%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.6% | +1.2% | -1.1% |
| 7D | -2.1% | +2.3% | -4.4% | -2.4% |
| 30D | -1.7% | -3.9% | +2.2% | -1.2% |
| 3M | -1.9% | -4.7% | +2.8% | -2.1% |
| 6M | -4.3% | +47.9% | -52.2% | -12.0% |
| YTD | +15.8% | +64.3% | -48.5% | +4.2% |
| 1Y | +17.6% | +95.7% | -78.1% | +1.8% |
| 3Y | +113.1% | +231.5% | -118.4% | +60.8% |
| 5Y | +154.0% | +255.0% | -101.0% | +79.9% |
| All | +115.2% | +279.9% | -164.8% | +52.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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