+553.8%
BSX vs KMI
+111.3%
+442.5%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +1.8% | -7.7% | -6.5% |
| 7D | -6.4% | -0.4% | -6.1% | -6.4% |
| 30D | -8.8% | +3.7% | -12.4% | -10.0% |
| 3M | -7.6% | +3.2% | -10.8% | -8.9% |
| 6M | -37.0% | -3.0% | -34.0% | -36.5% |
| YTD | -52.8% | +19.7% | -72.5% | -55.8% |
| 1Y | -58.4% | +25.6% | -84.0% | -61.8% |
| 3Y | -16.5% | +120.2% | -136.7% | -37.3% |
| 5Y | -1.2% | +160.5% | -161.6% | -30.9% |
| 10Y | +83.7% | +134.8% | -51.1% | +26.0% |
| All | +553.8% | +111.3% | +442.5% | +333.5% |
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