+16.4%
KMI vs MET
+25.8%
-9.4%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.3% |
| 7D | -1.7% | -0.5% | -1.2% | -1.7% |
| 30D | -2.7% | +0.5% | -3.2% | -2.8% |
| 3M | -0.7% | +11.6% | -12.3% | -1.4% |
| 6M | -5.0% | +40.8% | -45.8% | -6.6% |
| YTD | +15.5% | +25.7% | -10.2% | +14.1% |
| 1Y | +16.4% | +24.4% | -7.9% | +15.0% |
| All | +16.4% | +25.8% | -9.4% | +15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MET.
Daily Out/Under-Performance
Portfolio return minus MET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MET 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 1y: compounded portfolio wealth divided by compounded MET 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…
1y analysis · Full analysis span regression · 6 months rolling