+7,011.2%
STX vs KMI
+112.8%
+6,898.5%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.8% | -3.0% |
| 7D | +14.6% | +6.5% | +8.1% | +11.9% |
| 30D | -26.0% | -3.4% | -22.5% | -24.8% |
| 3M | -42.6% | +0.4% | -43.0% | -42.7% |
| 6M | -35.3% | -0.9% | -34.3% | -35.4% |
| YTD | +92.5% | +20.5% | +72.0% | +76.4% |
| 1Y | +102.4% | +23.2% | +79.2% | +83.4% |
| 3Y | +673.8% | +121.6% | +552.2% | +444.5% |
| 5Y | +463.1% | +149.1% | +314.0% | +275.9% |
| 10Y | +2,014.6% | +158.3% | +1,856.3% | +1,225.6% |
| All | +7,011.2% | +112.8% | +6,898.5% | +4,048.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling