+158.8%
SWKS vs KMI
+107.5%
+51.3%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.6% | +4.2% | +3.8% |
| 7D | +12.5% | -0.5% | +13.0% | +12.7% |
| 30D | +10.5% | +0.9% | +9.6% | +9.8% |
| 3M | -7.4% | 0.0% | -7.4% | -8.0% |
| 6M | +32.7% | -5.7% | +38.4% | +35.4% |
| YTD | +19.2% | +17.5% | +1.7% | +9.7% |
| 1Y | +2.4% | +22.3% | -19.9% | -7.8% |
| 3Y | -25.6% | +111.9% | -137.6% | -48.4% |
| 5Y | -53.4% | +151.8% | -205.3% | -70.3% |
| 10Y | +23.2% | +138.7% | -115.5% | -24.3% |
| All | +158.8% | +107.5% | +51.3% | +44.3% |
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