+136.6%
KMI vs IBB
+41.1%
+95.5%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.8% | -0.7% | +1.4% |
| 7D | -6.5% | +2.7% | -9.2% | -7.1% |
| 30D | -5.1% | +6.3% | -11.4% | -6.5% |
| 3M | 0.0% | +11.1% | -11.1% | -2.9% |
| 6M | -0.9% | +29.2% | -30.1% | -7.8% |
| YTD | +15.4% | +30.2% | -14.8% | +6.7% |
| 1Y | +19.5% | +39.5% | -20.0% | +8.0% |
| 3Y | +116.3% | +92.3% | +24.0% | +73.4% |
| 5Y | +136.6% | +43.0% | +93.6% | +100.3% |
| All | +136.6% | +41.1% | +95.5% | +100.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling