+108.2%
KMI vs BRKR
+202.3%
-94.1%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | 0.0% | -0.2% |
| 7D | -1.7% | -8.7% | +6.9% | -0.2% |
| 30D | -2.7% | -9.9% | +7.1% | -1.1% |
| 3M | -0.7% | -3.1% | +2.4% | -1.4% |
| 6M | -5.0% | +45.5% | -50.5% | -13.8% |
| YTD | +15.5% | +13.7% | +1.8% | +9.3% |
| 1Y | +16.4% | +67.4% | -51.0% | +0.9% |
| 3Y | +114.2% | -13.2% | +127.4% | +103.8% |
| 5Y | +153.3% | -39.5% | +192.7% | +157.1% |
| 10Y | +132.4% | +153.5% | -21.0% | +61.2% |
| All | +108.2% | +202.3% | -94.1% | +24.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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