+71.8%
CB vs KMI
+102.8%
-31.1%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.0% | -1.6% |
| 7D | +0.2% | -10.8% | +11.0% | +2.2% |
| 30D | +9.1% | -5.0% | +14.1% | +9.8% |
| 3M | +3.4% | -3.4% | +6.8% | +3.8% |
| 6M | +14.1% | -3.4% | +17.5% | +14.4% |
| YTD | +18.0% | +13.1% | +4.9% | +14.7% |
| 1Y | +30.1% | +19.0% | +11.1% | +25.1% |
| 3Y | +71.8% | +106.1% | -34.4% | +54.0% |
| All | +71.8% | +102.8% | -31.1% | +54.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling