+108.8%
KMI vs VIAV
+155.7%
-46.9%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.5% | +3.1% | -0.6% |
| 7D | -2.1% | +11.2% | -13.3% | -4.2% |
| 30D | -1.7% | -2.6% | +0.9% | -1.8% |
| 3M | -1.9% | -20.1% | +18.2% | +0.5% |
| 6M | -4.3% | +25.8% | -30.2% | -12.7% |
| YTD | +15.8% | +109.9% | -94.1% | -7.2% |
| 1Y | +17.6% | +214.3% | -196.7% | -15.0% |
| 3Y | +113.1% | +281.6% | -168.5% | +42.2% |
| 5Y | +154.0% | +132.6% | +21.4% | +87.3% |
| 10Y | +133.1% | +396.7% | -263.6% | +43.4% |
| All | +108.8% | +155.7% | -46.9% | +19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 VIAV 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