+154.7%
KMI vs MLM
+41.9%
+112.7%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.8% | -0.9% |
| 7D | -0.5% | -2.9% | +2.4% | +0.1% |
| 30D | +0.9% | -6.8% | +7.7% | +2.4% |
| 3M | 0.0% | -11.2% | +11.2% | +2.3% |
| 6M | -5.7% | -21.8% | +16.1% | -0.4% |
| YTD | +17.5% | -17.0% | +34.5% | +21.5% |
| 1Y | +22.3% | -16.4% | +38.7% | +25.9% |
| 3Y | +111.9% | +14.5% | +97.5% | +96.1% |
| All | +154.7% | +41.9% | +112.7% | +115.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 MLM 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