+81.0%
BSX vs KMI
+136.8%
-55.8%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.2% |
| 7D | -10.1% | -1.7% | -8.4% | -9.5% |
| 30D | -16.4% | -2.7% | -13.7% | -15.6% |
| 3M | -8.9% | -0.7% | -8.2% | -8.9% |
| 6M | -38.3% | -5.0% | -33.3% | -37.2% |
| YTD | -54.9% | +15.5% | -70.4% | -57.7% |
| 1Y | -58.8% | +16.4% | -75.2% | -61.6% |
| 3Y | -21.2% | +114.2% | -135.4% | -43.7% |
| 5Y | -3.3% | +153.3% | -156.6% | -37.1% |
| All | +81.0% | +136.8% | -55.8% | +14.1% |
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