+122.2%
KMI vs RVTY
+88.5%
+33.7%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.8% | +2.1% | +1.4% |
| 7D | +6.0% | +4.1% | +1.9% | +5.7% |
| 30D | -3.4% | +1.3% | -4.7% | -3.5% |
| 3M | +1.8% | +33.3% | -31.5% | -0.2% |
| 6M | +0.4% | +58.3% | -57.8% | -2.9% |
| YTD | +20.8% | +62.7% | -41.9% | +15.9% |
| 1Y | +23.0% | +67.2% | -44.2% | +17.4% |
| All | +122.2% | +88.5% | +33.7% | +97.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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