+16.4%
KMI vs BBY
+24.8%
-8.4%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.1% | -3.4% | -0.3% |
| 7D | -1.7% | +0.6% | -2.3% | -1.7% |
| 30D | -2.7% | +9.4% | -12.1% | -2.6% |
| 3M | -0.7% | +19.3% | -20.0% | -0.5% |
| 6M | -5.0% | +47.9% | -52.9% | -4.7% |
| YTD | +15.5% | +39.6% | -24.1% | +15.7% |
| 1Y | +16.4% | +22.2% | -5.8% | +18.9% |
| All | +16.4% | +24.8% | -8.4% | +18.9% |
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