+2,414.5%
V vs KMI
+113.4%
+2,301.2%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.6% | -3.3% | -1.5% |
| 7D | -0.4% | +6.0% | -6.4% | -2.2% |
| 30D | +6.3% | -3.4% | +9.7% | +7.3% |
| 3M | +17.2% | +1.8% | +15.4% | +16.0% |
| 6M | +29.2% | +0.4% | +28.8% | +28.3% |
| YTD | +20.8% | +20.8% | 0.0% | +12.3% |
| 1Y | +25.0% | +23.0% | +2.0% | +15.4% |
| 3Y | +75.3% | +123.3% | -48.0% | +30.8% |
| 5Y | +105.8% | +149.8% | -43.9% | +46.6% |
| 10Y | +451.9% | +159.0% | +292.9% | +268.2% |
| All | +2,414.5% | +113.4% | +2,301.2% | +1,550.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling