+146.4%
KMI vs BLDR
-11.9%
+158.4%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.3% |
| 7D | +6.5% | -3.0% | +9.5% | +6.7% |
| 30D | -3.4% | +20.1% | -23.5% | -4.8% |
| 3M | +0.4% | -17.5% | +17.9% | +1.4% |
| 6M | -0.9% | -16.1% | +15.2% | -0.4% |
| YTD | +20.5% | -41.0% | +61.5% | +24.3% |
| 1Y | +23.2% | -41.6% | +64.8% | +27.0% |
| 3Y | +121.6% | -50.8% | +172.4% | +123.9% |
| All | +146.4% | -11.9% | +158.4% | +98.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 5y: compounded portfolio wealth divided by compounded BLDR 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…
5y analysis · Full analysis span regression · 6 months rolling