+75.4%
IVV vs KMI
+102.8%
-27.4%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +0.5% |
| 7D | -2.7% | -10.8% | +8.1% | -0.7% |
| 30D | -5.4% | -5.0% | -0.4% | -4.6% |
| 3M | -4.1% | -3.4% | -0.7% | -3.7% |
| 6M | +0.7% | -3.4% | +4.1% | +0.8% |
| YTD | +8.7% | +13.1% | -4.4% | +3.8% |
| 1Y | +11.0% | +19.0% | -8.1% | +4.2% |
| 3Y | +75.4% | +106.1% | -30.7% | +44.4% |
| All | +75.4% | +102.8% | -27.4% | +44.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling