+160.5%
KMI vs IBB
+20.0%
+140.5%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.2% | +4.0% | +2.4% |
| 7D | -0.4% | -1.7% | +1.3% | 0.0% |
| 30D | +3.7% | +4.9% | -1.2% | +2.2% |
| 3M | +3.2% | +24.2% | -21.1% | -2.9% |
| 6M | -3.0% | +23.8% | -26.8% | -8.9% |
| YTD | +19.7% | +23.0% | -3.3% | +12.5% |
| 1Y | +25.6% | +46.2% | -20.5% | +11.7% |
| 3Y | +120.2% | +64.8% | +55.4% | +86.0% |
| 5Y | +160.5% | +20.9% | +139.6% | +124.6% |
| All | +160.5% | +20.0% | +140.5% | +124.6% |
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