-11.9%
BA vs KMI
+22.3%
-34.2%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | -0.1% |
| 7D | -1.1% | +6.5% | -7.6% | 0.0% |
| 30D | -7.1% | -3.4% | -3.7% | -7.7% |
| 3M | -25.5% | +0.4% | -25.9% | -25.5% |
| 6M | -28.7% | -0.9% | -27.8% | -28.4% |
| YTD | -21.0% | +20.5% | -41.5% | -18.1% |
| 1Y | -11.9% | +23.2% | -35.0% | -8.1% |
| All | -11.9% | +22.3% | -34.2% | -8.1% |
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