+454.3%
BAC vs KMI
+107.5%
+346.8%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.6% | +0.3% |
| 7D | +1.1% | -0.5% | +1.6% | +1.3% |
| 30D | -0.4% | +0.9% | -1.3% | -1.0% |
| 3M | +16.9% | 0.0% | +16.9% | +16.5% |
| 6M | +26.6% | -5.7% | +32.3% | +29.3% |
| YTD | +15.8% | +17.5% | -1.7% | +5.2% |
| 1Y | +27.2% | +22.3% | +4.9% | +12.7% |
| 3Y | +132.4% | +111.9% | +20.5% | +52.7% |
| 5Y | +72.6% | +151.8% | -79.3% | +2.7% |
| 10Y | +389.7% | +138.7% | +251.1% | +187.1% |
| All | +454.3% | +107.5% | +346.8% | +163.2% |
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 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