+150.6%
KMI vs IVZ
+61.1%
+89.5%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -0.5% |
| 7D | -1.7% | -2.4% | +0.7% | -1.2% |
| 30D | -2.7% | +3.0% | -5.8% | -3.4% |
| 3M | -0.7% | +14.9% | -15.5% | -4.1% |
| 6M | -5.0% | +36.7% | -41.7% | -12.5% |
| YTD | +15.5% | +25.7% | -10.2% | +8.0% |
| 1Y | +16.4% | +47.7% | -31.3% | +4.1% |
| 3Y | +114.2% | +138.8% | -24.7% | +61.6% |
| All | +150.6% | +61.1% | +89.5% | +104.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 5y: compounded portfolio wealth divided by compounded IVZ 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…
5y analysis · Full analysis span regression · 6 months rolling