+154.0%
KMI vs BN
+30.5%
+123.4%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.2% | -0.2% | -1.1% |
| 7D | -2.1% | -5.9% | +3.8% | -0.4% |
| 30D | -1.7% | -15.1% | +13.4% | +2.7% |
| 3M | -1.9% | -14.6% | +12.7% | +2.2% |
| 6M | -4.3% | -8.4% | +4.1% | -2.9% |
| YTD | +15.8% | -16.8% | +32.6% | +20.4% |
| 1Y | +17.6% | -14.4% | +31.9% | +20.6% |
| 3Y | +113.1% | +70.1% | +43.0% | +68.8% |
| 5Y | +154.0% | +33.5% | +120.5% | +110.5% |
| All | +154.0% | +30.5% | +123.4% | +110.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling