+150.6%
KMI vs BR
+8.0%
+142.6%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.2% |
| 7D | -1.7% | -3.0% | +1.3% | -1.0% |
| 30D | -2.7% | -0.3% | -2.4% | -2.9% |
| 3M | -0.7% | +17.3% | -18.0% | -5.1% |
| 6M | -5.0% | -6.7% | +1.7% | -3.5% |
| YTD | +15.5% | -23.4% | +38.9% | +24.5% |
| 1Y | +16.4% | -32.7% | +49.1% | +31.1% |
| 3Y | +114.2% | -5.9% | +120.1% | +114.3% |
| All | +150.6% | +8.0% | +142.6% | +131.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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