+154.3%
KMI vs VRTX
+483.3%
-329.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.5% | -0.2% |
| 7D | +6.5% | -1.6% | +8.1% | +6.8% |
| 30D | -3.4% | +8.0% | -11.5% | -4.7% |
| 3M | +0.4% | +4.3% | -3.9% | -0.6% |
| 6M | -0.9% | +18.9% | -19.8% | -4.2% |
| YTD | +20.5% | +18.8% | +1.7% | +16.1% |
| 1Y | +23.2% | +24.0% | -0.8% | +17.7% |
| 3Y | +121.6% | +42.1% | +79.5% | +102.1% |
| 5Y | +149.1% | +187.6% | -38.5% | +94.0% |
| All | +154.3% | +483.3% | -329.0% | +86.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VRTX.
Daily Out/Under-Performance
Portfolio return minus VRTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRTX 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 10y: compounded portfolio wealth divided by compounded VRTX 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…
10y analysis · Full analysis span regression · 6 months rolling