0.0%
SHOP vs KMI
+21.6%
-21.6%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.9% |
| 7D | -5.1% | -0.5% | -4.6% | -5.3% |
| 30D | +0.6% | +0.9% | -0.3% | +1.3% |
| 3M | +25.0% | 0.0% | +25.1% | +25.6% |
| 6M | +11.9% | -5.7% | +17.6% | +10.6% |
| YTD | -9.9% | +17.5% | -27.4% | -4.1% |
| 1Y | 0.0% | +22.3% | -22.3% | +11.2% |
| All | 0.0% | +21.6% | -21.6% | +11.2% |
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