+26.6%
KMI vs MRSH
+20.0%
+6.6%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +3.3% | -7.4% | -4.0% |
| 7D | -5.2% | +9.4% | -14.6% | -5.0% |
| 30D | +1.2% | +23.4% | -22.2% | +1.6% |
| 3M | +1.3% | +9.9% | -8.5% | +1.6% |
| 6M | -1.1% | +26.0% | -27.2% | -0.9% |
| YTD | +19.0% | +15.2% | +3.8% | +19.2% |
| 1Y | +26.6% | +18.4% | +8.2% | +26.4% |
| All | +26.6% | +20.0% | +6.6% | +26.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH 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 MRSH 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