+111.9%
KMI vs VO
+419.3%
-307.4%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.0% | -1.1% |
| 7D | -1.8% | -0.6% | -1.2% | -1.3% |
| 30D | +0.1% | -1.9% | +2.0% | +1.7% |
| 3M | +1.2% | +3.3% | -2.1% | -1.9% |
| 6M | -3.9% | +9.7% | -13.6% | -11.9% |
| YTD | +17.5% | +12.6% | +4.9% | +4.9% |
| 1Y | +22.6% | +13.6% | +9.0% | +8.4% |
| 3Y | +116.3% | +56.8% | +59.5% | +42.4% |
| 5Y | +157.6% | +42.3% | +115.3% | +81.1% |
| 10Y | +136.6% | +199.2% | -62.6% | -15.7% |
| All | +111.9% | +419.3% | -307.4% | -49.2% |
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