+350.4%
STX vs KMI
+20.9%
+329.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.5% | -1.2% | -3.2% |
| 7D | +8.0% | -2.1% | +10.0% | +7.1% |
| 30D | +5.1% | -1.7% | +6.8% | +4.5% |
| 3M | +5.8% | -1.9% | +7.6% | +5.4% |
| 6M | +124.9% | -4.3% | +129.3% | +121.1% |
| YTD | +213.9% | +15.8% | +198.1% | +250.4% |
| 1Y | +350.4% | +17.6% | +332.8% | +413.8% |
| All | +350.4% | +20.9% | +329.5% | +413.8% |
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