+156.8%
BITO vs KMI
+111.5%
+45.3%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | -3.4% | -1.7% | -1.7% | -2.9% |
| 30D | +21.4% | -2.7% | +24.2% | +22.1% |
| 3M | +20.5% | -0.7% | +21.2% | +19.8% |
| 6M | +7.4% | -5.0% | +12.3% | +8.3% |
| YTD | -13.9% | +15.5% | -29.3% | -20.6% |
| 1Y | -35.1% | +16.4% | -51.5% | -40.5% |
| 3Y | +156.8% | +114.2% | +42.7% | +79.8% |
| All | +156.8% | +111.5% | +45.3% | +79.8% |
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 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