+555.0%
LITE vs KMI
+24.4%
+530.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +1.8% | +9.2% | +10.5% |
| 7D | +12.6% | -0.4% | +13.0% | +12.7% |
| 30D | +9.9% | +3.7% | +6.3% | +8.9% |
| 3M | +9.3% | +3.2% | +6.1% | +7.8% |
| 6M | +75.2% | -3.0% | +78.2% | +74.6% |
| YTD | +165.5% | +19.7% | +145.8% | +161.6% |
| 1Y | +555.0% | +25.6% | +529.4% | +515.3% |
| All | +555.0% | +24.4% | +530.6% | +515.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI 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 1y: compounded portfolio wealth divided by compounded KMI 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…
1y analysis · Full analysis span regression · 6 months rolling