+230.9%
SPOT vs KMI
+112.1%
+118.8%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.2% | 0.0% |
| 7D | -6.9% | -2.1% | -4.8% | -6.5% |
| 30D | +4.1% | -1.7% | +5.8% | +4.4% |
| 3M | +3.7% | -1.9% | +5.6% | +3.9% |
| 6M | -1.6% | -4.3% | +2.7% | -0.9% |
| YTD | -10.2% | +15.8% | -26.0% | -13.0% |
| 1Y | -25.9% | +17.6% | -43.5% | -28.7% |
| All | +230.9% | +112.1% | +118.8% | +235.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling