+146.4%
KMI vs VRSN
+34.7%
+111.7%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.3% |
| 7D | +6.5% | +1.4% | +5.1% | +6.3% |
| 30D | -3.4% | +3.9% | -7.3% | -4.2% |
| 3M | +0.4% | +9.3% | -8.9% | -1.4% |
| 6M | -0.9% | +6.7% | -7.6% | -2.4% |
| YTD | +20.5% | +30.0% | -9.6% | +13.4% |
| 1Y | +23.2% | +26.0% | -2.8% | +16.7% |
| 3Y | +121.6% | +53.1% | +68.5% | +96.4% |
| All | +146.4% | +34.7% | +111.7% | +114.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling