+1,218.2%
BE vs KMI
+151.2%
+1,067.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.5% | -2.5% | -2.7% |
| 7D | +9.7% | -2.1% | +11.8% | +11.9% |
| 30D | +22.4% | -1.7% | +24.1% | +23.6% |
| 3M | +10.4% | -1.9% | +12.2% | +9.4% |
| 6M | +67.9% | -4.3% | +72.2% | +68.7% |
| YTD | +197.5% | +15.8% | +181.7% | +144.7% |
| 1Y | +310.6% | +17.6% | +293.0% | +231.5% |
| 3Y | +1,657.2% | +113.1% | +1,544.1% | +746.3% |
| 5Y | +1,218.2% | +154.0% | +1,064.2% | +436.1% |
| All | +1,218.2% | +151.2% | +1,067.0% | +436.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling