+189.6%
SWKS vs KMI
+103.8%
+85.8%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.0% | -1.3% | -0.1% |
| 7D | -2.7% | -6.5% | +3.8% | +0.2% |
| 30D | +8.5% | -5.1% | +13.6% | +10.9% |
| 3M | +17.3% | 0.0% | +17.3% | +16.6% |
| 6M | +25.1% | -0.9% | +26.0% | +24.3% |
| YTD | +33.3% | +15.4% | +17.9% | +23.2% |
| 1Y | +22.9% | +19.5% | +3.4% | +11.6% |
| 3Y | +5.5% | +116.3% | -110.8% | -27.7% |
| 5Y | -41.9% | +136.6% | -178.5% | -62.0% |
| 10Y | +32.4% | +139.6% | -107.1% | -18.8% |
| All | +189.6% | +103.8% | +85.8% | +62.1% |
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