+131.9%
LITE vs KMI
+19.3%
+112.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.0% | -3.8% | -2.9% |
| 7D | -13.9% | -5.1% | -8.8% | -11.6% |
| 30D | -46.9% | -3.1% | -43.8% | -45.7% |
| 3M | -28.0% | +0.2% | -28.3% | -27.2% |
| 6M | -35.2% | +1.1% | -36.3% | -34.8% |
| YTD | +58.9% | +17.7% | +41.1% | +62.4% |
| All | +131.9% | +19.3% | +112.7% | +131.0% |
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