+877.4%
BKNG vs KMI
+104.5%
+772.9%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.0% | +1.0% |
| 7D | -10.7% | -2.1% | -8.6% | -10.0% |
| 30D | -18.1% | -1.7% | -16.4% | -17.7% |
| 3M | +8.5% | -1.9% | +10.4% | +8.7% |
| 6M | -0.1% | -4.3% | +4.3% | +0.6% |
| YTD | -18.2% | +15.8% | -34.0% | -23.8% |
| 1Y | -19.9% | +17.6% | -37.4% | -25.9% |
| 3Y | +41.6% | +113.1% | -71.5% | +2.4% |
| 5Y | +93.1% | +154.0% | -60.9% | +29.5% |
| 10Y | +214.8% | +133.1% | +81.7% | +107.1% |
| All | +877.4% | +104.5% | +772.9% | +522.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling