+17.6%
KMI vs VO
+12.4%
+5.2%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.6% | -1.4% |
| 7D | -2.1% | -2.5% | +0.4% | -1.9% |
| 30D | -1.7% | -3.2% | +1.6% | -1.5% |
| 3M | -1.9% | +3.9% | -5.8% | -2.4% |
| 6M | -4.3% | +9.6% | -14.0% | -5.8% |
| YTD | +15.8% | +11.6% | +4.2% | +13.1% |
| 1Y | +17.6% | +12.6% | +5.0% | +14.9% |
| All | +17.6% | +12.4% | +5.2% | +14.9% |
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