+150.6%
KMI vs SPXS
-86.0%
+236.6%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | -0.7% |
| 7D | -1.7% | +2.5% | -4.2% | -1.3% |
| 30D | -2.7% | +4.2% | -6.9% | -2.0% |
| 3M | -0.7% | -9.3% | +8.6% | -2.3% |
| 6M | -5.0% | -30.7% | +25.7% | -10.9% |
| YTD | +15.5% | -28.1% | +43.5% | +9.2% |
| 1Y | +16.4% | -35.1% | +51.5% | +8.2% |
| 3Y | +114.2% | -79.6% | +193.7% | +65.2% |
| All | +150.6% | -86.0% | +236.6% | +90.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 5y: compounded portfolio wealth divided by compounded SPXS 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…
5y analysis · Full analysis span regression · 6 months rolling