+24.9%
KMI vs ROIV
+221.6%
-196.7%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +18.8% | -16.9% | +1.7% |
| 7D | -0.4% | +20.2% | -20.5% | -0.5% |
| 30D | +3.7% | +14.1% | -10.5% | +3.5% |
| 3M | +3.2% | +45.6% | -42.4% | +3.2% |
| 6M | -3.0% | +44.1% | -47.1% | -2.9% |
| YTD | +19.7% | +91.2% | -71.5% | +18.3% |
| All | +24.9% | +221.6% | -196.7% | +14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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