+26.6%
KMI vs VICR
+76.0%
-49.4%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -11.1% | +7.0% | -4.1% |
| 7D | -5.2% | -26.6% | +21.3% | -5.4% |
| 30D | +1.2% | -47.9% | +49.2% | +1.0% |
| 3M | +1.3% | -29.8% | +31.1% | +1.1% |
| 6M | -1.1% | -36.6% | +35.5% | -1.9% |
| YTD | +19.0% | +45.1% | -26.2% | +14.2% |
| 1Y | +26.6% | +80.0% | -53.4% | +19.5% |
| All | +26.6% | +76.0% | -49.4% | +19.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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