+8,434.7%
SHOP vs KMI
+28.8%
+8,405.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.3% |
| 7D | -5.1% | -0.5% | -4.6% | -5.0% |
| 30D | +0.6% | +0.9% | -0.3% | +0.1% |
| 3M | +25.0% | 0.0% | +25.1% | +24.3% |
| 6M | +11.9% | -5.7% | +17.6% | +13.1% |
| YTD | -9.9% | +17.5% | -27.4% | -16.4% |
| 1Y | 0.0% | +22.3% | -22.3% | -9.1% |
| 3Y | +117.5% | +111.9% | +5.6% | +60.0% |
| 5Y | -6.6% | +151.8% | -158.5% | -35.3% |
| 10Y | +3,320.3% | +138.7% | +3,181.7% | +2,203.1% |
| All | +8,434.7% | +28.8% | +8,405.9% | +7,832.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling