+1,003.0%
BE vs KMI
+179.2%
+823.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -0.3% | +7.0% | +7.0% |
| 7D | +9.0% | -1.7% | +10.8% | +11.1% |
| 30D | +16.3% | -2.7% | +19.0% | +18.7% |
| 3M | +10.8% | -0.7% | +11.5% | +8.6% |
| 6M | +73.2% | -5.0% | +78.2% | +75.3% |
| YTD | +217.4% | +15.5% | +201.9% | +161.7% |
| 1Y | +309.8% | +16.4% | +293.4% | +233.8% |
| 3Y | +1,726.2% | +114.2% | +1,612.0% | +727.2% |
| 5Y | +1,306.2% | +153.3% | +1,152.9% | +426.3% |
| All | +1,003.0% | +179.2% | +823.8% | +194.0% |
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 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