+154.0%
KMI vs BP
+139.4%
+14.6%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.9% | -2.3% | -1.8% |
| 7D | -2.1% | +5.7% | -7.8% | -4.1% |
| 30D | -1.7% | +8.1% | -9.8% | -4.6% |
| 3M | -1.9% | +8.6% | -10.5% | -5.2% |
| 6M | -4.3% | +18.1% | -22.5% | -11.0% |
| YTD | +15.8% | +37.6% | -21.8% | +1.1% |
| 1Y | +17.6% | +39.4% | -21.8% | +1.8% |
| 3Y | +113.1% | +40.1% | +73.1% | +81.2% |
| 5Y | +154.0% | +141.3% | +12.7% | +54.2% |
| All | +154.0% | +139.4% | +14.6% | +54.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 BP 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