+26.6%
KMI vs BBY
+33.0%
-6.4%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +8.0% | -12.1% | -3.7% |
| 7D | -5.2% | +4.5% | -9.8% | -4.9% |
| 30D | +1.2% | +16.0% | -14.7% | +2.0% |
| 3M | +1.3% | +18.6% | -17.3% | +2.3% |
| 6M | -1.1% | +80.1% | -81.2% | +1.4% |
| YTD | +19.0% | +57.4% | -38.4% | +21.6% |
| 1Y | +26.6% | +34.5% | -7.9% | +29.5% |
| All | +26.6% | +33.0% | -6.4% | +29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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