+8,552.4%
SHOP vs KMI
+32.1%
+8,520.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | -1.2% | +6.5% | -7.8% | -3.4% |
| 30D | -14.7% | -3.4% | -11.3% | -14.0% |
| 3M | -7.2% | +0.4% | -7.6% | -7.9% |
| 6M | +54.2% | -0.9% | +55.1% | +52.8% |
| YTD | -8.6% | +20.5% | -29.1% | -16.4% |
| 1Y | +0.5% | +23.2% | -22.7% | -9.0% |
| 3Y | +135.9% | +121.6% | +14.3% | +69.8% |
| 5Y | -11.9% | +149.1% | -161.0% | -38.8% |
| 10Y | +3,608.8% | +158.3% | +3,450.5% | +2,326.3% |
| All | +8,552.4% | +32.1% | +8,520.2% | +7,837.8% |
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 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