+108.2%
KMI vs SU
+169.8%
-61.6%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.1% | -0.2% |
| 7D | -1.7% | +2.2% | -3.9% | -2.7% |
| 30D | -2.7% | +8.4% | -11.2% | -6.3% |
| 3M | -0.7% | +12.1% | -12.8% | -6.1% |
| 6M | -5.0% | +19.7% | -24.6% | -13.3% |
| YTD | +15.5% | +58.4% | -42.9% | -7.6% |
| 1Y | +16.4% | +67.2% | -50.8% | -9.3% |
| 3Y | +114.2% | +125.0% | -10.9% | +41.3% |
| 5Y | +153.3% | +355.1% | -201.8% | +13.9% |
| 10Y | +132.4% | +263.7% | -131.2% | +5.1% |
| All | +108.2% | +169.8% | -61.6% | -3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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