+117.2%
KMI vs BLDR
+2,561.4%
-2,444.2%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.4% |
| 7D | +6.5% | -3.0% | +9.5% | +7.0% |
| 30D | -3.4% | +20.1% | -23.5% | -6.8% |
| 3M | +0.4% | -17.5% | +17.9% | +2.7% |
| 6M | -0.9% | -16.1% | +15.2% | +0.1% |
| YTD | +20.5% | -41.0% | +61.5% | +27.9% |
| 1Y | +23.2% | -41.6% | +64.8% | +30.7% |
| 3Y | +121.6% | -50.8% | +172.4% | +132.4% |
| 5Y | +149.1% | -10.8% | +159.9% | +124.5% |
| 10Y | +158.3% | +486.3% | -328.0% | +57.2% |
| All | +117.2% | +2,561.4% | -2,444.2% | -1.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling