+4,921.3%
SOXL vs KMI
+136.8%
+4,784.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.3% | +5.5% | +5.6% |
| 7D | +3.9% | -1.7% | +5.6% | +6.2% |
| 30D | -14.3% | -2.7% | -11.6% | -12.1% |
| 3M | -45.6% | -0.7% | -44.9% | -47.0% |
| 6M | +117.2% | -5.0% | +122.2% | +115.8% |
| YTD | +189.8% | +15.5% | +174.4% | +120.5% |
| 1Y | +317.7% | +16.4% | +301.3% | +210.3% |
| 3Y | +478.6% | +114.2% | +364.5% | +100.1% |
| 5Y | +169.5% | +153.3% | +16.3% | -18.1% |
| All | +4,921.3% | +136.8% | +4,784.5% | +1,743.9% |
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