+266.2%
BA vs KMI
+107.5%
+158.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.5% | +1.1% |
| 7D | +1.2% | -0.5% | +1.7% | +1.4% |
| 30D | -11.6% | +0.9% | -12.5% | -12.2% |
| 3M | -2.4% | 0.0% | -2.4% | -3.0% |
| 6M | -6.6% | -5.7% | -0.9% | -5.0% |
| YTD | -2.2% | +17.5% | -19.7% | -11.3% |
| 1Y | -8.0% | +22.3% | -30.3% | -18.6% |
| 3Y | -5.0% | +111.9% | -116.9% | -38.4% |
| 5Y | -2.7% | +151.8% | -154.6% | -42.9% |
| 10Y | +75.9% | +138.7% | -62.8% | +2.9% |
| All | +266.2% | +107.5% | +158.8% | +96.1% |
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 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