+120.2%
BKR vs KMI
+136.8%
-16.7%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.3% |
| 7D | -7.0% | -1.7% | -5.3% | -5.6% |
| 30D | -8.1% | -2.7% | -5.4% | -6.1% |
| 3M | -6.6% | -0.7% | -5.9% | -6.8% |
| 6M | +0.9% | -5.0% | +5.8% | +4.0% |
| YTD | +31.1% | +15.5% | +15.6% | +13.9% |
| 1Y | +27.7% | +16.4% | +11.3% | +9.6% |
| 3Y | +71.2% | +114.2% | -42.9% | -15.7% |
| 5Y | +177.6% | +153.3% | +24.4% | +19.5% |
| All | +120.2% | +136.8% | -16.7% | +1.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling