+562.5%
LITE vs KMI
+148.3%
+414.1%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.3% | -4.2% | -4.3% |
| 7D | +10.8% | +6.5% | +4.2% | +6.3% |
| 30D | -33.4% | -3.4% | -30.0% | -31.5% |
| 3M | -32.2% | +0.4% | -32.6% | -32.1% |
| 6M | -42.1% | -0.9% | -41.2% | -41.8% |
| YTD | +61.9% | +20.5% | +41.4% | +41.8% |
| 1Y | +163.0% | +23.2% | +139.8% | +126.9% |
| 3Y | +1,358.0% | +121.6% | +1,236.4% | +861.3% |
| All | +562.5% | +148.3% | +414.1% | +331.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling