+120.2%
KMI vs STZ
-50.3%
+170.5%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -5.6% | +7.5% | +2.4% |
| 7D | -0.4% | -7.4% | +7.0% | +0.3% |
| 30D | +3.7% | -10.9% | +14.5% | +4.7% |
| 3M | +3.2% | -13.4% | +16.6% | +4.5% |
| 6M | -3.0% | -16.2% | +13.2% | -1.5% |
| YTD | +19.7% | -10.4% | +30.1% | +20.1% |
| 1Y | +25.6% | -14.8% | +40.4% | +26.6% |
| 3Y | +120.2% | -50.1% | +170.4% | +133.9% |
| All | +120.2% | -50.3% | +170.5% | +133.9% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 3y: compounded portfolio wealth divided by compounded STZ 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…
3y analysis · Full analysis span regression · 6 months rolling