-10.6%
BA vs KMI
+26.0%
-36.6%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -4.1% | +6.2% | +1.3% |
| 7D | +5.9% | -5.2% | +11.1% | +4.8% |
| 30D | -8.2% | +1.2% | -9.4% | -7.7% |
| 3M | -25.4% | +1.3% | -26.7% | -24.9% |
| 6M | -20.0% | -1.1% | -18.9% | -19.8% |
| YTD | -18.5% | +19.0% | -37.5% | -15.4% |
| 1Y | -10.6% | +26.6% | -37.2% | -4.7% |
| All | -10.6% | +26.0% | -36.6% | -4.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling