+32.8%
SNOW vs KMI
+238.3%
-205.5%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.6% | -4.8% | -5.2% |
| 7D | +2.8% | -0.5% | +3.3% | +2.9% |
| 30D | +6.4% | +0.9% | +5.5% | +5.9% |
| 3M | +38.1% | 0.0% | +38.1% | +37.5% |
| 6M | +100.4% | -5.7% | +106.1% | +102.8% |
| YTD | +53.7% | +17.5% | +36.2% | +43.0% |
| 1Y | +52.0% | +22.3% | +29.7% | +38.4% |
| 3Y | +114.7% | +111.9% | +2.7% | +59.5% |
| 5Y | +8.8% | +151.8% | -143.1% | -22.6% |
| All | +32.8% | +238.3% | -205.5% | -2.4% |
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