+115.7%
KMI price history and return analytics
+361.3%
-245.6%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +2.3% |
| 7D | -0.4% | +1.0% | -1.4% | -1.3% |
| 30D | +3.7% | -0.2% | +3.9% | +3.8% |
| 3M | +3.2% | +4.5% | -1.4% | -1.4% |
| 6M | -3.0% | +14.1% | -17.0% | -14.8% |
| YTD | +19.7% | +14.8% | +4.9% | +4.2% |
| 1Y | +25.6% | +21.2% | +4.4% | +3.8% |
| 3Y | +120.2% | +76.6% | +43.6% | +26.9% |
| 5Y | +160.5% | +66.6% | +93.9% | +56.5% |
| 10Y | +134.8% | +222.3% | -87.5% | -23.2% |
| All | +115.7% | +361.3% | -245.6% | -44.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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