+121.6%
KMI vs VRSN
+53.7%
+67.9%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.3% |
| 7D | +6.5% | +1.4% | +5.1% | +6.4% |
| 30D | -3.4% | +3.9% | -7.3% | -3.8% |
| 3M | +0.4% | +9.3% | -8.9% | -0.7% |
| 6M | -0.9% | +6.7% | -7.6% | -1.7% |
| YTD | +20.5% | +30.0% | -9.6% | +16.5% |
| 1Y | +23.2% | +26.0% | -2.8% | +19.7% |
| 3Y | +121.6% | +53.1% | +68.5% | +98.3% |
| All | +121.6% | +53.7% | +67.9% | +98.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 3y: compounded portfolio wealth divided by compounded VRSN 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…
3y analysis · Full analysis span regression · 6 months rolling