+108.8%
KMI vs BLK
+694.3%
-585.5%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.6% | -1.1% |
| 7D | -2.1% | -5.2% | +3.1% | +0.2% |
| 30D | -1.7% | -7.0% | +5.4% | +1.4% |
| 3M | -1.9% | +5.7% | -7.5% | -4.9% |
| 6M | -4.3% | +11.0% | -15.4% | -10.0% |
| YTD | +15.8% | +0.9% | +14.9% | +13.0% |
| 1Y | +17.6% | -1.6% | +19.2% | +15.7% |
| 3Y | +113.1% | +64.5% | +48.7% | +61.5% |
| 5Y | +154.0% | +30.9% | +123.1% | +108.6% |
| 10Y | +133.1% | +275.1% | -142.0% | +9.8% |
| All | +108.8% | +694.3% | -585.5% | -29.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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