+136.6%
KMI vs MSCI
+615.8%
-479.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.6% | -2.4% | -2.0% |
| 7D | -1.8% | -1.1% | -0.7% | -1.5% |
| 30D | +0.1% | -1.2% | +1.2% | +0.3% |
| 3M | +1.2% | -8.4% | +9.6% | +3.2% |
| 6M | -3.9% | -1.0% | -2.9% | -4.7% |
| YTD | +17.5% | -2.3% | +19.8% | +16.3% |
| 1Y | +22.6% | -1.2% | +23.8% | +20.5% |
| 3Y | +116.3% | +7.9% | +108.4% | +101.8% |
| 5Y | +157.6% | -10.1% | +167.7% | +148.1% |
| 10Y | +136.6% | +631.0% | -494.4% | -2.4% |
| All | +136.6% | +615.8% | -479.2% | -2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 10y: compounded portfolio wealth divided by compounded MSCI 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…
10y analysis · Full analysis span regression · 6 months rolling