+136.6%
KMI vs STLD
+1,092.9%
-956.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -1.9% | -1.8% |
| 7D | -1.8% | -2.8% | +1.1% | -0.9% |
| 30D | +0.1% | -10.4% | +10.5% | +3.2% |
| 3M | +1.2% | -10.6% | +11.7% | +3.9% |
| 6M | -3.9% | +32.7% | -36.6% | -13.8% |
| YTD | +17.5% | +42.8% | -25.3% | +2.4% |
| 1Y | +22.6% | +86.9% | -64.3% | -3.1% |
| 3Y | +116.3% | +143.8% | -27.5% | +49.3% |
| 5Y | +157.6% | +293.5% | -135.9% | +37.2% |
| 10Y | +136.6% | +1,122.7% | -986.1% | -37.1% |
| All | +136.6% | +1,092.9% | -956.3% | -37.1% |
Cumulative growth
Daily Returns
Daily percentage return beside STLD.
Daily Out/Under-Performance
Portfolio return minus STLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLD 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded STLD 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling