+111.8%
KMI vs BN
+652.7%
-540.9%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.4% | -0.5% |
| 7D | -0.5% | -2.5% | +2.0% | +0.6% |
| 30D | +0.9% | -9.5% | +10.4% | +5.6% |
| 3M | 0.0% | -10.4% | +10.4% | +4.8% |
| 6M | -5.7% | -6.4% | +0.7% | -4.2% |
| YTD | +17.5% | -11.9% | +29.4% | +21.9% |
| 1Y | +22.3% | -8.6% | +30.9% | +23.7% |
| 3Y | +111.9% | +77.6% | +34.4% | +43.8% |
| 5Y | +151.8% | +37.0% | +114.8% | +89.2% |
| 10Y | +138.7% | +266.4% | -127.7% | -2.1% |
| All | +111.8% | +652.7% | -540.9% | -39.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling