+19.5%
KMI vs BIYA
-99.8%
+119.3%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.3% | -1.8% |
| 7D | -1.8% | +2.7% | -4.5% | -1.8% |
| 30D | +0.1% | -16.7% | +16.7% | +0.1% |
| 3M | +1.2% | -74.6% | +75.8% | +1.8% |
| 6M | -3.9% | -85.4% | +81.5% | -4.0% |
| YTD | +17.5% | -94.2% | +111.7% | +18.2% |
| 1Y | +22.6% | -98.6% | +121.2% | +25.2% |
| All | +19.5% | -99.8% | +119.3% | +23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 3y: compounded portfolio wealth divided by compounded BIYA 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…
3y analysis · Full analysis span regression · 6 months rolling