+26.6%
BA vs KMI
+142.5%
-115.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.0% | -1.4% | -0.7% |
| 7D | 0.0% | -5.1% | +5.2% | +3.2% |
| 30D | -8.9% | -3.1% | -5.8% | -7.5% |
| 3M | -25.5% | +0.2% | -25.8% | -26.3% |
| 6M | -27.0% | +1.1% | -28.1% | -29.0% |
| YTD | -20.1% | +17.7% | -37.9% | -30.6% |
| 1Y | -11.0% | +19.6% | -30.6% | -23.8% |
| 3Y | -11.8% | +117.6% | -129.4% | -53.5% |
| 5Y | -20.6% | +143.1% | -163.7% | -62.6% |
| 10Y | +26.6% | +142.0% | -115.4% | -45.7% |
| All | +26.6% | +142.5% | -115.9% | -45.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling