+26.6%
KMI vs VO
+16.3%
+10.3%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.9% | -5.0% | -4.1% |
| 7D | -5.2% | +1.0% | -6.2% | -5.3% |
| 30D | +1.2% | +2.6% | -1.4% | +1.1% |
| 3M | +1.3% | -0.3% | +1.6% | +1.2% |
| 6M | -1.1% | +7.6% | -8.7% | -1.6% |
| YTD | +19.0% | +14.7% | +4.2% | +16.9% |
| 1Y | +26.6% | +16.4% | +10.1% | +23.7% |
| All | +26.6% | +16.3% | +10.3% | +23.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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