+26.6%
KMI vs VIVK
-100.0%
+126.6%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -27.5% | +23.3% | -4.0% |
| 7D | -5.2% | -68.7% | +63.4% | -5.0% |
| 30D | +1.2% | -90.0% | +91.3% | +1.7% |
| 3M | +1.3% | -98.1% | +99.4% | +2.3% |
| 6M | -1.1% | -99.9% | +98.8% | -0.3% |
| YTD | +19.0% | -99.9% | +118.9% | +18.7% |
| 1Y | +26.6% | -100.0% | +126.6% | +31.1% |
| All | +26.6% | -100.0% | +126.6% | +31.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIVK.
Daily Out/Under-Performance
Portfolio return minus VIVK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIVK 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 VIVK 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