+75.1%
BKR vs KMI
+104.5%
-29.4%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.5% | -5.2% | -5.6% |
| 7D | -6.7% | -2.1% | -4.6% | -5.2% |
| 30D | -8.3% | -1.7% | -6.7% | -7.4% |
| 3M | -5.4% | -1.9% | -3.5% | -4.6% |
| 6M | +0.8% | -4.3% | +5.1% | +3.1% |
| YTD | +31.8% | +15.8% | +16.0% | +17.0% |
| 1Y | +28.6% | +17.6% | +11.0% | +12.4% |
| 3Y | +71.2% | +113.1% | -41.9% | -3.7% |
| 5Y | +179.2% | +154.0% | +25.2% | +41.0% |
| 10Y | +124.0% | +133.1% | -9.2% | +19.0% |
| All | +75.1% | +104.5% | -29.4% | -16.0% |
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