+25.6%
KMI vs STLD
+80.8%
-55.2%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.7% | +2.6% | +1.8% |
| 7D | -0.4% | +2.7% | -3.0% | -0.3% |
| 30D | +3.7% | -8.4% | +12.1% | +3.5% |
| 3M | +3.2% | -9.9% | +13.0% | +3.0% |
| 6M | -3.0% | +33.0% | -36.0% | -2.9% |
| YTD | +19.7% | +42.6% | -22.9% | +19.4% |
| 1Y | +25.6% | +80.8% | -55.1% | +24.2% |
| All | +25.6% | +80.8% | -55.2% | +24.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling