+106.1%
KMI vs SUI
+15.1%
+91.0%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.7% | -0.5% |
| 7D | -10.8% | +6.2% | -17.0% | -12.0% |
| 30D | -5.0% | +8.6% | -13.6% | -6.9% |
| 3M | -3.4% | +1.0% | -4.4% | -3.7% |
| 6M | -3.4% | -2.6% | -0.8% | -3.0% |
| YTD | +13.1% | -0.1% | +13.2% | +12.7% |
| 1Y | +19.0% | +0.5% | +18.6% | +18.4% |
| 3Y | +106.1% | +15.3% | +90.9% | +94.0% |
| All | +106.1% | +15.1% | +91.0% | +94.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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