+128.6%
KMI vs BBIO
+136.7%
-8.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | -1.7% | -3.2% | +1.5% | -1.5% |
| 30D | -2.7% | -13.6% | +10.9% | -1.7% |
| 3M | -0.7% | +7.2% | -7.9% | -1.4% |
| 6M | -5.0% | +1.5% | -6.4% | -5.4% |
| YTD | +15.5% | -5.3% | +20.8% | +15.2% |
| 1Y | +16.4% | +37.7% | -21.3% | +12.5% |
| 3Y | +114.2% | +153.9% | -39.7% | +93.4% |
| 5Y | +153.3% | +43.9% | +109.4% | +117.8% |
| All | +128.6% | +136.7% | -8.0% | +47.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling