+103.8%
V vs KMI
+141.1%
-37.3%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.0% | -1.6% | -0.2% |
| 7D | +0.8% | -5.1% | +5.9% | +2.2% |
| 30D | +9.9% | -3.1% | +13.1% | +10.7% |
| 3M | +17.5% | +0.2% | +17.3% | +17.0% |
| 6M | +33.5% | +1.1% | +32.3% | +32.2% |
| YTD | +21.6% | +17.7% | +3.8% | +14.1% |
| 1Y | +27.6% | +19.6% | +8.0% | +19.0% |
| 3Y | +76.4% | +117.6% | -41.2% | +30.4% |
| 5Y | +103.8% | +143.1% | -39.3% | +43.2% |
| All | +103.8% | +141.1% | -37.3% | +43.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling