+136.6%
KMI vs BIL
+25.2%
+111.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | -1.8% | +0.1% | -1.8% | -1.8% |
| 30D | +0.1% | +0.3% | -0.2% | -0.4% |
| 3M | +1.2% | +0.9% | +0.3% | -0.2% |
| 6M | -3.9% | +1.8% | -5.7% | -6.6% |
| YTD | +17.5% | +2.5% | +15.1% | +13.1% |
| 1Y | +22.6% | +3.7% | +19.0% | +16.0% |
| 3Y | +116.3% | +14.1% | +102.2% | +82.9% |
| 5Y | +157.6% | +19.4% | +138.2% | +114.6% |
| 10Y | +136.6% | +25.2% | +111.3% | +74.9% |
| All | +136.6% | +25.2% | +111.3% | +74.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 10y: compounded portfolio wealth divided by compounded BIL 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…
10y analysis · Full analysis span regression · 6 months rolling