+150.6%
KMI vs BTG
+78.0%
+72.6%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.3% |
| 7D | -1.7% | -3.8% | +2.0% | -1.4% |
| 30D | -2.7% | +3.6% | -6.4% | -3.3% |
| 3M | -0.7% | +32.0% | -32.7% | -4.3% |
| 6M | -5.0% | +3.4% | -8.3% | -6.1% |
| YTD | +15.5% | +20.8% | -5.3% | +10.6% |
| 1Y | +16.4% | +22.4% | -6.0% | +10.4% |
| 3Y | +114.2% | +91.7% | +22.4% | +81.9% |
| All | +150.6% | +78.0% | +72.6% | +122.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling