+111.8%
KMI vs SUI
+535.2%
-423.4%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.5% |
| 7D | -0.5% | -2.8% | +2.3% | +0.5% |
| 30D | +0.9% | -1.2% | +2.1% | +1.3% |
| 3M | 0.0% | -1.7% | +1.7% | +0.4% |
| 6M | -5.7% | -10.5% | +4.8% | -2.1% |
| YTD | +17.5% | -1.8% | +19.3% | +17.6% |
| 1Y | +22.3% | -4.1% | +26.4% | +23.4% |
| 3Y | +111.9% | +11.3% | +100.7% | +97.5% |
| 5Y | +151.8% | -32.1% | +184.0% | +180.3% |
| 10Y | +138.7% | +110.4% | +28.2% | +72.4% |
| All | +111.8% | +535.2% | -423.4% | -7.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling