+117.2%
KMI vs BUD
+117.5%
-0.3%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -0.7% |
| 7D | +6.5% | +1.0% | +5.5% | +6.1% |
| 30D | -3.4% | +6.7% | -10.1% | -6.1% |
| 3M | +0.4% | +5.7% | -5.3% | -2.2% |
| 6M | -0.9% | +5.8% | -6.7% | -3.7% |
| YTD | +20.5% | +34.4% | -13.9% | +6.1% |
| 1Y | +23.2% | +33.3% | -10.1% | +8.7% |
| 3Y | +121.6% | +48.8% | +72.8% | +82.5% |
| 5Y | +149.1% | +52.5% | +96.6% | +97.6% |
| 10Y | +158.3% | -4.0% | +162.2% | +120.1% |
| All | +117.2% | +117.5% | -0.3% | +38.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling