+55.3%
BE vs KMI
+26.0%
+29.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -4.1% | -2.3% | -6.4% |
| 7D | -12.1% | -5.2% | -6.9% | -12.3% |
| 30D | -30.1% | +1.2% | -31.3% | -30.2% |
| 3M | -12.1% | +1.3% | -13.5% | -12.4% |
| 6M | -30.6% | -1.1% | -29.4% | -31.9% |
| YTD | +130.6% | +19.0% | +111.7% | +65.4% |
| 1Y | +55.3% | +26.6% | +28.7% | -0.8% |
| All | +55.3% | +26.0% | +29.3% | -0.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling