+94.8%
SNOW vs KMI
+115.3%
-20.5%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.8% | +0.6% | -0.9% |
| 7D | +8.4% | -1.8% | +10.1% | +8.7% |
| 30D | -1.0% | +0.1% | -1.0% | -1.1% |
| 3M | +38.3% | +1.2% | +37.2% | +37.5% |
| 6M | +81.3% | -3.9% | +85.2% | +82.4% |
| YTD | +51.1% | +17.5% | +33.6% | +41.3% |
| 1Y | +47.0% | +22.6% | +24.3% | +34.1% |
| All | +94.8% | +115.3% | -20.5% | +61.8% |
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