+26.6%
KMI vs BRO
-3.6%
+30.2%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +4.5% | -8.6% | -4.0% |
| 7D | -5.2% | +12.4% | -17.7% | -5.0% |
| 30D | +1.2% | +21.6% | -20.3% | +1.6% |
| 3M | +1.3% | +4.3% | -3.0% | +1.4% |
| 6M | -1.1% | +29.2% | -30.3% | -0.9% |
| YTD | +19.0% | -6.4% | +25.3% | +18.7% |
| 1Y | +26.6% | -5.3% | +31.9% | +25.8% |
| All | +26.6% | -3.6% | +30.2% | +25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BRO.
Daily Out/Under-Performance
Portfolio return minus BRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRO 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 1y: compounded portfolio wealth divided by compounded BRO 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…
1y analysis · Full analysis span regression · 6 months rolling