+391.9%
BAC vs KMI
+137.5%
+254.4%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.3% | +0.7% |
| 7D | -0.3% | -2.1% | +1.8% | +0.9% |
| 30D | -1.8% | -1.7% | -0.1% | -1.0% |
| 3M | +15.3% | -1.9% | +17.2% | +16.0% |
| 6M | +30.2% | -4.3% | +34.5% | +32.1% |
| YTD | +15.6% | +15.8% | -0.2% | +4.2% |
| 1Y | +27.5% | +17.6% | +9.9% | +13.4% |
| 3Y | +137.0% | +113.1% | +23.9% | +43.5% |
| 5Y | +75.6% | +154.0% | -78.4% | -6.1% |
| All | +391.9% | +137.5% | +254.4% | +158.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling