+150.6%
KMI vs SYY
+23.4%
+127.2%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -0.6% |
| 7D | -1.7% | +3.9% | -5.7% | -2.7% |
| 30D | -2.7% | -1.7% | -1.0% | -2.3% |
| 3M | -0.7% | +5.2% | -5.8% | -2.2% |
| 6M | -5.0% | -0.2% | -4.8% | -5.4% |
| YTD | +15.5% | +15.4% | +0.1% | +9.7% |
| 1Y | +16.4% | +5.6% | +10.8% | +13.6% |
| 3Y | +114.2% | +28.9% | +85.3% | +92.4% |
| All | +150.6% | +23.4% | +127.2% | +120.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 5y: compounded portfolio wealth divided by compounded SYY 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…
5y analysis · Full analysis span regression · 6 months rolling