+4,437.1%
SNDK vs KMI
+24.4%
+4,412.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.3% | -3.2% | -3.4% |
| 7D | -6.1% | -1.7% | -4.4% | -5.6% |
| 30D | +21.5% | -2.7% | +24.2% | +22.5% |
| 3M | -13.2% | -0.7% | -12.5% | -13.0% |
| 6M | +149.2% | -5.0% | +154.2% | +152.1% |
| YTD | +588.1% | +15.5% | +572.6% | +495.3% |
| 1Y | +1,837.5% | +16.4% | +1,821.1% | +1,558.9% |
| All | +4,437.1% | +24.4% | +4,412.7% | +3,575.4% |
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