+115.7%
KMI vs VRSN
+759.2%
-643.4%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.4% | +5.2% | +2.8% |
| 7D | -0.4% | -2.1% | +1.8% | +0.2% |
| 30D | +3.7% | -3.9% | +7.6% | +4.7% |
| 3M | +3.2% | -0.1% | +3.3% | +2.7% |
| 6M | -3.0% | +16.4% | -19.4% | -8.0% |
| YTD | +19.7% | +17.2% | +2.4% | +12.7% |
| 1Y | +25.6% | +1.0% | +24.6% | +23.6% |
| 3Y | +120.2% | +39.1% | +81.1% | +93.1% |
| 5Y | +160.5% | +29.0% | +131.5% | +129.0% |
| 10Y | +134.8% | +275.8% | -141.0% | +48.6% |
| All | +115.7% | +759.2% | -643.4% | -0.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling