+150.6%
KMI vs VNQ
+7.0%
+143.5%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.7% |
| 7D | -1.7% | -1.3% | -0.4% | -1.1% |
| 30D | -2.7% | -2.6% | -0.2% | -1.5% |
| 3M | -0.7% | -2.0% | +1.3% | +0.3% |
| 6M | -5.0% | +4.3% | -9.3% | -7.4% |
| YTD | +15.5% | +9.2% | +6.2% | +9.6% |
| 1Y | +16.4% | +5.6% | +10.8% | +12.6% |
| 3Y | +114.2% | +30.8% | +83.3% | +82.5% |
| All | +150.6% | +7.0% | +143.5% | +133.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 5y: compounded portfolio wealth divided by compounded VNQ 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…
5y analysis · Full analysis span regression · 6 months rolling