+154.0%
KMI vs BB
-29.9%
+183.8%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.7% | +1.2% | -1.3% |
| 7D | -2.1% | -2.1% | 0.0% | -1.9% |
| 30D | -1.7% | -16.0% | +14.4% | -0.7% |
| 3M | -1.9% | -14.5% | +12.6% | -1.6% |
| 6M | -4.3% | +118.6% | -122.9% | -10.8% |
| YTD | +15.8% | +98.9% | -83.1% | +8.6% |
| 1Y | +17.6% | +99.5% | -81.9% | +9.8% |
| 3Y | +113.1% | +65.4% | +47.8% | +98.0% |
| 5Y | +154.0% | -27.6% | +181.6% | +156.4% |
| All | +154.0% | -29.9% | +183.8% | +156.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling