+108.2%
KMI vs MOH
+811.2%
-703.0%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.0% | -2.3% | -0.6% |
| 7D | -1.7% | +1.7% | -3.4% | -2.0% |
| 30D | -2.7% | -0.9% | -1.9% | -2.7% |
| 3M | -0.7% | +5.7% | -6.4% | -1.7% |
| 6M | -5.0% | +39.1% | -44.1% | -9.9% |
| YTD | +15.5% | +17.7% | -2.2% | +11.0% |
| 1Y | +16.4% | +8.4% | +8.1% | +12.8% |
| 3Y | +114.2% | -36.6% | +150.7% | +117.8% |
| 5Y | +153.3% | -19.1% | +172.3% | +144.4% |
| 10Y | +132.4% | +262.8% | -130.4% | +73.1% |
| All | +108.2% | +811.2% | -703.0% | +24.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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