+1,604.8%
BX vs KMI
+111.3%
+1,493.5%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.8% | -3.4% | -2.5% |
| 7D | -2.0% | -0.4% | -1.6% | -1.8% |
| 30D | -2.3% | +3.7% | -6.0% | -4.2% |
| 3M | +18.5% | +3.2% | +15.4% | +16.0% |
| 6M | +23.7% | -3.0% | +26.7% | +24.2% |
| YTD | -10.4% | +19.7% | -30.0% | -19.3% |
| 1Y | -19.6% | +25.6% | -45.2% | -29.5% |
| 3Y | +30.8% | +120.2% | -89.4% | -13.5% |
| 5Y | +24.3% | +160.5% | -136.1% | -24.0% |
| 10Y | +679.5% | +134.8% | +544.7% | +374.3% |
| All | +1,604.8% | +111.3% | +1,493.5% | +793.7% |
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 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