+19.1%
IVV vs KMI
+24.9%
-5.8%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.8% | -2.5% | -0.5% |
| 7D | +0.5% | -0.4% | +0.9% | +0.5% |
| 30D | -1.0% | +3.7% | -4.6% | -0.7% |
| 3M | +3.9% | +3.2% | +0.7% | +3.9% |
| 6M | +14.5% | -3.0% | +17.5% | +14.5% |
| YTD | +12.9% | +19.7% | -6.8% | +11.7% |
| All | +19.1% | +24.9% | -5.8% | +18.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling