+12.0%
SHW vs KMI
+151.4%
-139.4%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.1% | +1.9% |
| 7D | -3.1% | -1.7% | -1.4% | -2.8% |
| 30D | -10.0% | -2.7% | -7.3% | -9.6% |
| 3M | +2.3% | -0.7% | +2.9% | +2.1% |
| 6M | +0.7% | -5.0% | +5.6% | +1.3% |
| YTD | +0.5% | +15.5% | -15.0% | -3.8% |
| 1Y | -11.5% | +16.4% | -27.9% | -15.5% |
| 3Y | +21.3% | +114.2% | -92.8% | -3.5% |
| All | +12.0% | +151.4% | -139.4% | -11.6% |
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