+197.4%
BA vs KMI
+103.8%
+93.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.0% | -2.6% | -1.6% |
| 7D | -1.7% | -6.5% | +4.8% | +1.4% |
| 30D | -9.5% | -5.1% | -4.4% | -7.4% |
| 3M | -26.5% | 0.0% | -26.4% | -26.9% |
| 6M | -27.4% | -0.9% | -26.5% | -28.1% |
| YTD | -20.6% | +15.4% | -36.0% | -27.6% |
| 1Y | -11.4% | +19.5% | -30.9% | -20.9% |
| 3Y | -10.8% | +116.3% | -127.1% | -43.0% |
| 5Y | -21.9% | +136.6% | -158.5% | -52.8% |
| 10Y | +28.1% | +139.6% | -111.4% | -25.1% |
| All | +197.4% | +103.8% | +93.7% | +60.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling