+26.6%
KMI vs BEN
+56.2%
-29.7%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +4.7% | -8.8% | -3.9% |
| 7D | -5.2% | +6.7% | -12.0% | -5.0% |
| 30D | +1.2% | +3.0% | -1.8% | +1.5% |
| 3M | +1.3% | -4.3% | +5.7% | +1.6% |
| 6M | -1.1% | +16.4% | -17.5% | -1.4% |
| YTD | +19.0% | +46.8% | -27.8% | +16.5% |
| 1Y | +26.6% | +57.3% | -30.8% | +22.6% |
| All | +26.6% | +56.2% | -29.7% | +22.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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