+1,144.9%
STX vs KMI
+158.6%
+986.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +1.8% | +4.6% | +5.9% |
| 7D | +10.7% | -0.4% | +11.1% | +10.9% |
| 30D | +11.3% | +3.7% | +7.6% | +10.0% |
| 3M | +3.2% | +3.2% | +0.1% | +1.7% |
| 6M | +157.0% | -3.0% | +160.0% | +157.9% |
| YTD | +229.2% | +19.7% | +209.6% | +202.1% |
| 1Y | +381.8% | +25.6% | +356.2% | +329.6% |
| 3Y | +1,383.2% | +120.2% | +1,263.0% | +890.0% |
| 5Y | +1,144.9% | +160.5% | +984.4% | +646.9% |
| All | +1,144.9% | +158.6% | +986.3% | +646.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling