+252.8%
SPOT vs KMI
+231.1%
+21.8%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.8% |
| 7D | -3.1% | -1.7% | -1.4% | -2.7% |
| 30D | +7.4% | -2.7% | +10.1% | +8.1% |
| 3M | +8.2% | -0.7% | +8.9% | +8.2% |
| 6M | +2.2% | -5.0% | +7.2% | +3.2% |
| YTD | -9.5% | +15.5% | -24.9% | -13.4% |
| 1Y | -23.8% | +16.4% | -40.3% | -27.5% |
| 3Y | +233.5% | +114.2% | +119.3% | +166.2% |
| 5Y | +112.2% | +153.3% | -41.0% | +62.1% |
| All | +252.8% | +231.1% | +21.8% | +143.2% |
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