+115.7%
KMI vs BEN
+51.8%
+64.0%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.2% | +2.1% | +1.9% |
| 7D | -0.4% | +4.7% | -5.1% | -2.2% |
| 30D | +3.7% | +2.6% | +1.1% | +2.5% |
| 3M | +3.2% | +11.5% | -8.3% | -1.6% |
| 6M | -3.0% | +35.3% | -38.3% | -14.8% |
| YTD | +19.7% | +48.6% | -29.0% | +0.7% |
| 1Y | +25.6% | +46.7% | -21.1% | +6.0% |
| 3Y | +120.2% | +57.0% | +63.2% | +73.9% |
| 5Y | +160.5% | +41.8% | +118.7% | +106.5% |
| 10Y | +134.8% | +55.2% | +79.6% | +63.2% |
| All | +115.7% | +51.8% | +64.0% | +48.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling