+572.5%
SNPS vs KMI
+136.8%
+435.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.3% | +0.1% |
| 7D | +0.9% | -1.7% | +2.6% | +1.4% |
| 30D | -3.6% | -2.7% | -0.9% | -3.0% |
| 3M | -12.9% | -0.7% | -12.2% | -13.0% |
| 6M | -8.2% | -5.0% | -3.3% | -7.4% |
| YTD | -15.4% | +15.5% | -30.9% | -19.5% |
| 1Y | -9.3% | +16.4% | -25.7% | -14.1% |
| 3Y | -14.0% | +114.2% | -128.1% | -32.9% |
| 5Y | +19.5% | +153.3% | -133.7% | -12.0% |
| All | +572.5% | +136.8% | +435.7% | +382.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling