+374.9%
V vs KMI
+137.5%
+237.4%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.4% | +0.5% |
| 7D | -3.0% | -2.1% | -1.0% | -2.3% |
| 30D | +1.2% | -1.7% | +2.9% | +1.7% |
| 3M | +13.9% | -1.9% | +15.8% | +14.4% |
| 6M | +17.2% | -4.3% | +21.6% | +18.6% |
| YTD | +5.3% | +15.8% | -10.5% | -1.5% |
| 1Y | +9.5% | +17.6% | -8.1% | +1.4% |
| 3Y | +51.9% | +113.1% | -61.2% | +8.5% |
| 5Y | +69.6% | +154.0% | -84.4% | +10.7% |
| All | +374.9% | +137.5% | +237.4% | +192.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI 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 KMI 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