+17.2%
KMI vs MOS
-8.6%
+25.9%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.8% | +0.2% | +2.1% |
| 7D | -6.5% | +19.7% | -26.2% | -6.3% |
| 30D | -5.1% | +21.5% | -26.6% | -4.9% |
| 3M | 0.0% | -0.4% | +0.4% | +0.8% |
| 6M | -0.9% | +4.5% | -5.4% | -0.3% |
| YTD | +15.4% | -2.9% | +18.3% | +14.5% |
| All | +17.2% | -8.6% | +25.9% | +17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 MOS 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