+67.1%
V vs KMI
+158.6%
-91.4%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.8% | -3.6% | -2.3% |
| 7D | -1.1% | -0.4% | -0.7% | -1.0% |
| 30D | +1.9% | +3.7% | -1.8% | +0.7% |
| 3M | +15.5% | +3.2% | +12.4% | +14.2% |
| 6M | +16.6% | -3.0% | +19.6% | +17.2% |
| YTD | +5.7% | +19.7% | -13.9% | -0.9% |
| 1Y | +8.6% | +25.6% | -17.1% | -0.3% |
| 3Y | +52.5% | +120.2% | -67.7% | +12.8% |
| 5Y | +67.1% | +160.5% | -93.4% | +12.5% |
| All | +67.1% | +158.6% | -91.4% | +12.5% |
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 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