-53.6%
BSX vs KMI
+26.0%
-79.6%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -4.1% | +9.4% | +5.6% |
| 7D | +8.0% | -5.2% | +13.2% | +8.4% |
| 30D | +8.1% | +1.2% | +6.8% | +7.1% |
| 3M | -6.7% | +1.3% | -8.0% | -7.7% |
| 6M | -19.4% | -1.1% | -18.3% | -19.8% |
| YTD | -51.9% | +19.0% | -70.9% | -52.1% |
| 1Y | -53.6% | +26.6% | -80.2% | -53.7% |
| All | -53.6% | +26.0% | -79.6% | -53.7% |
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