+154.0%
KMI vs BEN
+36.2%
+117.7%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.3% | -0.1% | -1.2% |
| 7D | -2.1% | +0.3% | -2.4% | -2.1% |
| 30D | -1.7% | +0.9% | -2.6% | -2.0% |
| 3M | -1.9% | +9.2% | -11.1% | -4.2% |
| 6M | -4.3% | +36.8% | -41.1% | -12.1% |
| YTD | +15.8% | +44.4% | -28.6% | +4.5% |
| 1Y | +17.6% | +45.8% | -28.3% | +5.6% |
| 3Y | +113.1% | +52.5% | +60.6% | +84.7% |
| 5Y | +154.0% | +37.7% | +116.3% | +118.3% |
| All | +154.0% | +36.2% | +117.7% | +118.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling