+22.6%
KMI vs IBB
+44.4%
-21.7%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -1.8% |
| 7D | -1.8% | -3.9% | +2.1% | -2.0% |
| 30D | +0.1% | +2.7% | -2.7% | +0.3% |
| 3M | +1.2% | +21.4% | -20.2% | +1.9% |
| 6M | -3.9% | +20.1% | -24.0% | -3.2% |
| YTD | +17.5% | +21.9% | -4.3% | +18.3% |
| 1Y | +22.6% | +44.1% | -21.5% | +23.1% |
| All | +22.6% | +44.4% | -21.7% | +23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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