+146.4%
KMI vs BAX
-64.2%
+210.7%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.3% |
| 7D | +6.5% | +0.1% | +6.5% | +6.5% |
| 30D | -3.4% | +4.1% | -7.5% | -3.9% |
| 3M | +0.4% | -4.5% | +4.9% | +0.8% |
| 6M | -0.9% | +49.2% | -50.2% | -5.9% |
| YTD | +20.5% | +35.2% | -14.8% | +14.9% |
| 1Y | +23.2% | +38.3% | -15.1% | +17.0% |
| 3Y | +121.6% | -19.0% | +140.7% | +123.3% |
| All | +146.4% | -64.2% | +210.7% | +193.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 5y: compounded portfolio wealth divided by compounded BAX 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…
5y analysis · Full analysis span regression · 6 months rolling