+196.3%
SE vs KMI
+121.9%
+74.4%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.8% | -0.7% | +0.6% |
| 7D | +0.6% | -0.4% | +1.0% | +0.7% |
| 30D | -0.1% | +3.7% | -3.8% | -1.3% |
| 3M | +34.1% | +3.2% | +31.0% | +31.9% |
| 6M | +23.2% | -3.0% | +26.2% | +23.6% |
| YTD | -11.2% | +19.7% | -30.8% | -19.7% |
| 1Y | -40.5% | +25.6% | -66.2% | -47.8% |
| 3Y | +196.3% | +120.2% | +76.1% | +128.7% |
| All | +196.3% | +121.9% | +74.4% | +128.7% |
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