+26.6%
KMI vs BTG
+24.4%
+2.2%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +8.7% | -12.8% | -3.9% |
| 7D | -5.2% | -0.2% | -5.0% | -5.1% |
| 30D | +1.2% | -0.8% | +2.0% | +1.4% |
| 3M | +1.3% | +31.8% | -30.5% | +1.5% |
| 6M | -1.1% | +20.4% | -21.6% | -1.1% |
| YTD | +19.0% | +14.7% | +4.3% | +17.6% |
| 1Y | +26.6% | +29.4% | -2.8% | +23.5% |
| All | +26.6% | +24.4% | +2.2% | +23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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