+139.2%
SLB vs KMI
+158.6%
-19.4%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.8% | -2.6% | -2.3% |
| 7D | +0.4% | -0.4% | +0.8% | +0.7% |
| 30D | +13.6% | +3.7% | +9.9% | +9.9% |
| 3M | +1.5% | +3.2% | -1.7% | -1.7% |
| 6M | +23.0% | -3.0% | +26.0% | +25.2% |
| YTD | +51.2% | +19.7% | +31.6% | +27.7% |
| 1Y | +63.5% | +25.6% | +37.9% | +31.3% |
| 3Y | +2.5% | +120.2% | -117.7% | -58.4% |
| 5Y | +139.2% | +160.5% | -21.3% | -25.5% |
| All | +139.2% | +158.6% | -19.4% | -25.5% |
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