-8.8%
BA vs KMI
+24.4%
-33.1%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.8% | -2.6% | -0.4% |
| 7D | +2.5% | -0.4% | +2.8% | +2.4% |
| 30D | -10.1% | +3.7% | -13.8% | -9.3% |
| 3M | -2.4% | +3.2% | -5.6% | -1.7% |
| 6M | -8.8% | -3.0% | -5.8% | -8.7% |
| YTD | -2.9% | +19.7% | -22.6% | -2.9% |
| 1Y | -8.8% | +25.6% | -34.4% | -7.8% |
| All | -8.8% | +24.4% | -33.1% | -7.8% |
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 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