+160.5%
KMI vs BUD
+45.2%
+115.3%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.8% | +2.6% | +2.0% |
| 7D | -0.4% | +0.8% | -1.1% | -0.5% |
| 30D | +3.7% | -4.8% | +8.5% | +4.6% |
| 3M | +3.2% | +1.4% | +1.8% | +2.8% |
| 6M | -3.0% | +9.9% | -12.8% | -5.0% |
| YTD | +19.7% | +26.3% | -6.7% | +13.8% |
| 1Y | +25.6% | +36.1% | -10.5% | +17.6% |
| 3Y | +120.2% | +48.6% | +71.6% | +98.6% |
| 5Y | +160.5% | +45.0% | +115.5% | +132.4% |
| All | +160.5% | +45.2% | +115.3% | +132.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling