+114.8%
KMI vs BUD
+43.8%
+70.9%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.0% | -1.4% |
| 7D | -2.1% | -3.2% | +1.1% | -1.7% |
| 30D | -1.7% | -3.7% | +2.0% | -1.3% |
| 3M | -1.9% | -4.4% | +2.6% | -1.5% |
| 6M | -4.3% | +7.7% | -12.1% | -5.1% |
| YTD | +15.8% | +23.1% | -7.3% | +13.5% |
| 1Y | +17.6% | +33.6% | -16.0% | +14.3% |
| All | +114.8% | +43.8% | +70.9% | +106.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 3y: compounded portfolio wealth divided by compounded BUD 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…
3y analysis · Full analysis span regression · 6 months rolling