+11,322.9%
STX vs KMI
+107.5%
+11,215.4%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.6% | +7.0% | +6.6% |
| 7D | +2.4% | -0.5% | +2.9% | +2.5% |
| 30D | +1.4% | +0.9% | +0.5% | +1.0% |
| 3M | -8.2% | 0.0% | -8.2% | -8.6% |
| 6M | +127.0% | -5.7% | +132.7% | +130.3% |
| YTD | +209.1% | +17.5% | +191.7% | +185.9% |
| 1Y | +365.4% | +22.3% | +343.1% | +321.3% |
| 3Y | +1,135.4% | +111.9% | +1,023.5% | +782.6% |
| 5Y | +991.5% | +151.8% | +839.7% | +623.3% |
| 10Y | +3,695.8% | +138.7% | +3,557.2% | +2,349.0% |
| All | +11,322.9% | +107.5% | +11,215.4% | +6,624.0% |
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