+170.0%
KMI vs MDB
+1,032.9%
-862.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +4.3% | -5.8% | -1.7% |
| 7D | -2.1% | -2.8% | +0.7% | -1.9% |
| 30D | -1.7% | -14.9% | +13.2% | -0.9% |
| 3M | -1.9% | +7.3% | -9.2% | -2.7% |
| 6M | -4.3% | +38.2% | -42.5% | -7.0% |
| YTD | +15.8% | -10.9% | +26.7% | +15.3% |
| 1Y | +17.6% | +11.6% | +5.9% | +14.9% |
| 3Y | +113.1% | -0.9% | +114.0% | +103.8% |
| 5Y | +154.0% | -23.5% | +177.5% | +136.6% |
| All | +170.0% | +1,032.9% | -862.9% | +85.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded MDB 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling