+1,683.3%
BE vs KMI
+115.3%
+1,568.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.8% | -1.1% | -1.3% |
| 7D | +23.9% | -1.8% | +25.7% | +25.8% |
| 30D | +27.8% | +0.1% | +27.8% | +27.0% |
| 3M | +3.7% | +1.2% | +2.6% | -0.7% |
| 6M | +78.0% | -3.9% | +81.9% | +78.3% |
| YTD | +209.9% | +17.5% | +192.4% | +142.9% |
| 1Y | +389.6% | +22.6% | +367.0% | +263.7% |
| All | +1,683.3% | +115.3% | +1,568.0% | +542.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling