+117.9%
KMI price history and return analytics
+347.6%
-229.8%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +1.9% |
| 7D | +6.0% | +2.9% | +3.1% | +3.4% |
| 30D | -3.4% | -2.5% | -0.9% | -1.4% |
| 3M | +1.8% | -3.3% | +5.1% | +4.5% |
| 6M | +0.4% | +1.5% | -1.1% | -2.0% |
| YTD | +20.8% | +11.4% | +9.5% | +7.7% |
| 1Y | +23.0% | +11.9% | +11.1% | +9.0% |
| 3Y | +123.3% | +73.9% | +49.4% | +30.0% |
| 5Y | +149.8% | +57.9% | +91.9% | +57.3% |
| 10Y | +159.0% | +222.6% | -63.6% | -15.6% |
| All | +117.9% | +347.6% | -229.8% | -42.9% |
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