+26.6%
KMI vs BBWI
+2.4%
+24.2%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +4.1% | -8.2% | -4.0% |
| 7D | -5.2% | +8.8% | -14.0% | -5.1% |
| 30D | +1.2% | +34.8% | -33.6% | +1.7% |
| 3M | +1.3% | +12.9% | -11.6% | +1.1% |
| 6M | -1.1% | +29.6% | -30.7% | -0.7% |
| YTD | +19.0% | +20.8% | -1.8% | +20.2% |
| 1Y | +26.6% | +4.1% | +22.5% | +28.1% |
| All | +26.6% | +2.4% | +24.2% | +28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 1y: compounded portfolio wealth divided by compounded BBWI 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…
1y analysis · Full analysis span regression · 6 months rolling