+117.2%
KMI vs VO
+425.7%
-308.5%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +6.5% | +3.1% | +3.4% | +3.8% |
| 30D | -3.4% | +2.2% | -5.6% | -5.3% |
| 3M | +0.4% | -2.5% | +2.9% | +2.4% |
| 6M | -0.9% | +7.0% | -7.9% | -7.1% |
| YTD | +20.5% | +14.0% | +6.5% | +6.3% |
| 1Y | +23.2% | +15.6% | +7.5% | +7.2% |
| 3Y | +121.6% | +66.2% | +55.4% | +38.5% |
| 5Y | +149.1% | +36.6% | +112.5% | +82.3% |
| 10Y | +158.3% | +199.0% | -40.7% | -8.1% |
| All | +117.2% | +425.7% | -308.5% | -48.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling