+9.5%
SNOW vs KMI
+26.0%
-16.5%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.1% | +2.6% | -3.3% |
| 7D | -14.5% | -5.2% | -9.3% | -16.6% |
| 30D | -14.3% | +1.2% | -15.5% | -13.3% |
| 3M | -8.3% | +1.3% | -9.6% | -7.0% |
| 6M | +101.5% | -1.1% | +102.7% | +104.5% |
| YTD | +32.5% | +19.0% | +13.5% | +47.2% |
| 1Y | +9.5% | +26.6% | -17.1% | +24.6% |
| All | +9.5% | +26.0% | -16.5% | +24.6% |
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 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