+3.2%
SLB vs KMI
+113.5%
-110.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.0% | -1.1% | -0.1% |
| 7D | -3.7% | -6.5% | +2.9% | -0.4% |
| 30D | +2.9% | -5.1% | +8.0% | +5.7% |
| 3M | +0.2% | 0.0% | +0.2% | +0.1% |
| 6M | -4.4% | -0.9% | -3.5% | -4.4% |
| YTD | +33.4% | +15.4% | +18.0% | +23.2% |
| 1Y | +40.8% | +19.5% | +21.3% | +27.6% |
| 3Y | +3.2% | +116.3% | -113.1% | -37.9% |
| All | +3.2% | +113.5% | -110.3% | -37.9% |
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