+433.2%
SNDK vs KMI
+26.0%
+407.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -4.1% | -3.8% | -9.3% |
| 7D | -26.2% | -5.2% | -20.9% | -27.6% |
| 30D | -39.1% | +1.2% | -40.4% | -38.4% |
| 3M | -27.3% | +1.3% | -28.7% | -26.6% |
| 6M | -17.4% | -1.1% | -16.2% | -16.3% |
| YTD | +337.0% | +19.0% | +318.0% | +364.1% |
| 1Y | +433.2% | +26.6% | +406.6% | +385.2% |
| All | +433.2% | +26.0% | +407.2% | +385.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling