-13.6%
BKNG vs KMI
+26.0%
-39.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -4.1% | +13.9% | +7.6% |
| 7D | +15.6% | -5.2% | +20.8% | +12.7% |
| 30D | +8.0% | +1.2% | +6.7% | +8.7% |
| 3M | -11.8% | +1.3% | -13.1% | -10.7% |
| 6M | +3.8% | -1.1% | +4.9% | +4.1% |
| YTD | -19.6% | +19.0% | -38.6% | -16.1% |
| 1Y | -13.6% | +26.6% | -40.2% | -9.8% |
| All | -13.6% | +26.0% | -39.6% | -9.8% |
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