+25.0%
V vs KMI
+23.2%
+1.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.6% | -3.3% | -0.6% |
| 7D | -0.4% | +6.0% | -6.4% | -0.2% |
| 30D | +6.3% | -3.4% | +9.7% | +6.1% |
| 3M | +17.2% | +1.8% | +15.4% | +17.0% |
| 6M | +29.2% | +0.4% | +28.8% | +28.9% |
| YTD | +20.8% | +20.8% | 0.0% | +23.5% |
| 1Y | +25.0% | +23.0% | +2.0% | +27.5% |
| All | +25.0% | +23.2% | +1.8% | +27.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling