+131.1%
KMI vs BTDR
+19.6%
+111.5%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.7% | -4.0% | -0.4% |
| 7D | -1.7% | -3.4% | +1.7% | -1.7% |
| 30D | -2.7% | +32.6% | -35.3% | -3.3% |
| 3M | -0.7% | -32.2% | +31.6% | -0.1% |
| 6M | -5.0% | +52.4% | -57.3% | -6.6% |
| YTD | +15.5% | +6.7% | +8.8% | +14.3% |
| 1Y | +16.4% | -15.2% | +31.7% | +15.2% |
| 3Y | +114.2% | +14.9% | +99.3% | +108.4% |
| 5Y | +153.3% | +20.8% | +132.5% | +150.9% |
| All | +131.1% | +19.6% | +111.5% | +127.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 10y: compounded portfolio wealth divided by compounded BTDR 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…
10y analysis · Full analysis span regression · 6 months rolling