-11.5%
BA vs KMI
+19.5%
-31.0%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.0% | -2.6% | -0.2% |
| 7D | -1.7% | -6.5% | +4.8% | -2.9% |
| 30D | -9.5% | -5.1% | -4.4% | -10.2% |
| 3M | -26.5% | 0.0% | -26.4% | -26.0% |
| 6M | -27.4% | -0.9% | -26.5% | -27.5% |
| YTD | -20.6% | +15.4% | -36.0% | -18.4% |
| All | -11.5% | +19.5% | -31.0% | -8.7% |
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