+154.0%
KMI vs IBN
+52.7%
+101.3%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -1.4% |
| 7D | -2.1% | -5.5% | +3.4% | -1.1% |
| 30D | -1.7% | -3.4% | +1.7% | -1.1% |
| 3M | -1.9% | +8.7% | -10.6% | -3.6% |
| 6M | -4.3% | +3.7% | -8.1% | -5.3% |
| YTD | +15.8% | -2.4% | +18.2% | +15.9% |
| 1Y | +17.6% | -8.1% | +25.7% | +19.2% |
| 3Y | +113.1% | +26.3% | +86.8% | +97.2% |
| 5Y | +154.0% | +54.9% | +99.1% | +121.6% |
| All | +154.0% | +52.7% | +101.3% | +121.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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