+1,383.2%
STX vs KMI
+121.9%
+1,261.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +1.8% | +4.6% | +6.2% |
| 7D | +10.7% | -0.4% | +11.1% | +10.8% |
| 30D | +11.3% | +3.7% | +7.6% | +10.8% |
| 3M | +3.2% | +3.2% | +0.1% | +2.5% |
| 6M | +157.0% | -3.0% | +160.0% | +157.6% |
| YTD | +229.2% | +19.7% | +209.6% | +212.3% |
| 1Y | +381.8% | +25.6% | +356.2% | +347.2% |
| 3Y | +1,383.2% | +120.2% | +1,263.0% | +1,161.9% |
| All | +1,383.2% | +121.9% | +1,261.2% | +1,161.9% |
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