+154.3%
KMI vs BN
+290.8%
-136.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.3% | +0.4% |
| 7D | +6.5% | -1.0% | +7.5% | +7.0% |
| 30D | -3.4% | +14.0% | -17.4% | -9.4% |
| 3M | +0.4% | -9.0% | +9.4% | +4.0% |
| 6M | -0.9% | -8.8% | +7.9% | +1.9% |
| YTD | +20.5% | -10.3% | +30.7% | +23.1% |
| 1Y | +23.2% | -5.8% | +29.0% | +22.7% |
| 3Y | +121.6% | +94.8% | +26.8% | +43.9% |
| 5Y | +149.1% | +31.5% | +117.6% | +94.1% |
| All | +154.3% | +290.8% | -136.5% | +3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 10y: compounded portfolio wealth divided by compounded BN 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…
10y analysis · Full analysis span regression · 6 months rolling