+117.2%
KMI vs IBN
+408.1%
-290.8%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.4% |
| 7D | +6.5% | +1.9% | +4.7% | +6.0% |
| 30D | -3.4% | +22.1% | -25.5% | -8.5% |
| 3M | +0.4% | +17.1% | -16.7% | -3.9% |
| 6M | -0.9% | +35.5% | -36.5% | -8.9% |
| YTD | +20.5% | +16.8% | +3.7% | +14.6% |
| 1Y | +23.2% | +12.4% | +10.8% | +18.4% |
| 3Y | +121.6% | +58.0% | +63.6% | +91.7% |
| 5Y | +149.1% | +73.7% | +75.4% | +107.6% |
| 10Y | +158.3% | +385.6% | -227.3% | +56.1% |
| All | +117.2% | +408.1% | -290.8% | +29.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling