+10,841.4%
SOXL vs KMI
+104.5%
+10,736.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -1.5% | -6.6% | -6.4% |
| 7D | +8.5% | -2.1% | +10.5% | +11.0% |
| 30D | -13.0% | -1.7% | -11.3% | -11.9% |
| 3M | -35.9% | -1.9% | -34.0% | -36.7% |
| 6M | +112.1% | -4.3% | +116.4% | +109.8% |
| YTD | +175.4% | +15.8% | +159.6% | +117.0% |
| 1Y | +304.9% | +17.6% | +287.3% | +210.3% |
| 3Y | +448.6% | +113.1% | +335.4% | +123.6% |
| 5Y | +156.1% | +154.0% | +2.1% | -6.5% |
| 10Y | +4,957.3% | +133.1% | +4,824.2% | +2,193.4% |
| All | +10,841.4% | +104.5% | +10,736.9% | +4,974.1% |
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