+32.1%
SWKS vs KMI
+149.4%
-117.3%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.8% | +2.0% | +1.6% |
| 7D | -6.2% | -10.8% | +4.6% | -1.1% |
| 30D | -1.5% | -5.0% | +3.5% | +0.7% |
| 3M | +23.0% | -3.4% | +26.3% | +24.1% |
| 6M | +27.6% | -3.4% | +31.0% | +28.1% |
| YTD | +32.3% | +13.1% | +19.2% | +22.6% |
| 1Y | +20.1% | +19.0% | +1.1% | +8.4% |
| 3Y | +0.6% | +106.1% | -105.5% | -31.7% |
| 5Y | -42.3% | +130.1% | -172.4% | -63.1% |
| All | +32.1% | +149.4% | -117.3% | -24.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling