+115.0%
KMI vs BIL
+25.7%
+89.3%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +0.2% | +0.1% | +0.1% | +0.1% |
| 30D | -3.7% | +0.3% | -4.0% | -4.2% |
| 3M | +1.2% | +0.9% | +0.3% | -0.3% |
| 6M | -0.3% | +1.9% | -2.1% | -3.2% |
| YTD | +19.2% | +3.1% | +16.1% | +13.4% |
| 1Y | +21.7% | +3.7% | +18.0% | +14.8% |
| 3Y | +120.4% | +13.8% | +106.6% | +83.4% |
| 5Y | +144.9% | +20.2% | +124.7% | +95.8% |
| 10Y | +155.6% | +26.1% | +129.4% | +91.3% |
| All | +115.0% | +25.7% | +89.3% | +60.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling