+129.5%
KMI vs BB
+1.6%
+127.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.0% | -0.5% |
| 7D | -1.7% | -0.4% | -1.3% | -1.7% |
| 30D | -2.7% | -12.5% | +9.8% | -1.6% |
| 3M | -0.7% | -17.4% | +16.8% | +0.4% |
| 6M | -5.0% | +119.1% | -124.1% | -14.1% |
| YTD | +15.5% | +102.4% | -86.9% | +5.2% |
| 1Y | +16.4% | +98.2% | -81.8% | +5.8% |
| 3Y | +114.2% | +46.9% | +67.2% | +94.8% |
| 5Y | +153.3% | -26.4% | +179.6% | +142.9% |
| All | +129.5% | +1.6% | +127.9% | +59.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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