+115.7%
KMI vs SYY
+341.7%
-226.0%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.1% | +2.0% |
| 7D | -0.4% | -2.8% | +2.4% | +0.8% |
| 30D | +3.7% | -5.3% | +8.9% | +5.9% |
| 3M | +3.2% | +5.1% | -1.9% | +0.8% |
| 6M | -3.0% | -5.0% | +2.0% | -2.0% |
| YTD | +19.7% | +10.7% | +9.0% | +12.6% |
| 1Y | +25.6% | +0.7% | +24.9% | +23.0% |
| 3Y | +120.2% | +24.0% | +96.2% | +92.9% |
| 5Y | +160.5% | +19.3% | +141.2% | +127.3% |
| 10Y | +134.8% | +96.4% | +38.4% | +51.2% |
| All | +115.7% | +341.7% | -226.0% | -1.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling