+150.6%
KMI vs BBIO
+42.7%
+107.8%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | -1.7% | -3.2% | +1.5% | -1.6% |
| 30D | -2.7% | -13.6% | +10.9% | -2.4% |
| 3M | -0.7% | +7.2% | -7.9% | -0.9% |
| 6M | -5.0% | +1.5% | -6.4% | -5.1% |
| YTD | +15.5% | -5.3% | +20.8% | +15.4% |
| 1Y | +16.4% | +37.7% | -21.3% | +14.9% |
| 3Y | +114.2% | +153.9% | -39.7% | +106.6% |
| All | +150.6% | +42.7% | +107.8% | +140.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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