+123.8%
STX vs KMI
+26.0%
+97.8%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -4.1% | -4.0% | -9.3% |
| 7D | -20.2% | -5.2% | -14.9% | -21.6% |
| 30D | -37.2% | +1.2% | -38.4% | -36.4% |
| 3M | -34.1% | +1.3% | -35.4% | -33.0% |
| 6M | -24.5% | -1.1% | -23.3% | -24.1% |
| YTD | +102.9% | +19.0% | +84.0% | +133.0% |
| 1Y | +123.8% | +26.6% | +97.2% | +151.2% |
| All | +123.8% | +26.0% | +97.8% | +151.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling