+111.8%
KMI vs BIL
+24.9%
+87.0%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.7% | -0.7% |
| 7D | -0.5% | +0.1% | -0.6% | -0.6% |
| 30D | +0.9% | +0.3% | +0.6% | +0.4% |
| 3M | 0.0% | +0.9% | -1.0% | -1.5% |
| 6M | -5.7% | +1.8% | -7.5% | -8.4% |
| YTD | +17.5% | +2.4% | +15.0% | +13.0% |
| 1Y | +22.3% | +3.7% | +18.6% | +15.4% |
| 3Y | +111.9% | +14.2% | +97.8% | +77.2% |
| 5Y | +151.8% | +19.4% | +132.4% | +103.5% |
| 10Y | +138.7% | +25.2% | +113.4% | +80.4% |
| All | +111.8% | +24.9% | +87.0% | +60.1% |
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