+1,563.7%
LITE vs KMI
+112.2%
+1,451.5%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.6% | +4.6% | +4.5% |
| 7D | -1.5% | -0.5% | -1.0% | -1.2% |
| 30D | +6.7% | +0.9% | +5.8% | +5.5% |
| 3M | -6.8% | 0.0% | -6.7% | -7.8% |
| 6M | +29.4% | -5.7% | +35.1% | +33.9% |
| YTD | +139.1% | +17.5% | +121.6% | +104.9% |
| 1Y | +521.0% | +22.3% | +498.7% | +410.4% |
| All | +1,563.7% | +112.2% | +1,451.5% | +961.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling