-22.1%
BA vs KMI
+128.7%
-150.8%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +0.8% |
| 7D | +1.1% | -10.8% | +11.8% | +4.9% |
| 30D | -7.9% | -5.0% | -2.9% | -6.6% |
| 3M | -25.3% | -3.4% | -22.0% | -24.8% |
| 6M | -24.6% | -3.4% | -21.2% | -24.6% |
| YTD | -20.1% | +13.1% | -33.2% | -25.6% |
| 1Y | -11.8% | +19.0% | -30.8% | -19.9% |
| 3Y | -10.1% | +106.1% | -116.3% | -40.7% |
| All | -22.1% | +128.7% | -150.8% | -53.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling