+118.6%
KMI vs KVUE
-20.4%
+139.0%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.2% | -1.7% | -1.5% |
| 7D | -2.1% | -6.1% | +4.1% | -1.3% |
| 30D | -1.7% | -5.6% | +3.9% | -1.0% |
| 3M | -1.9% | -0.3% | -1.5% | -2.0% |
| 6M | -4.3% | +1.4% | -5.7% | -4.7% |
| YTD | +15.8% | +6.7% | +9.1% | +14.6% |
| 1Y | +17.6% | +1.0% | +16.6% | +17.1% |
| 3Y | +113.1% | -5.4% | +118.5% | +111.2% |
| All | +118.6% | -20.4% | +139.0% | +119.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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