+17.6%
KMI vs MSCI
-2.9%
+20.4%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.3% | -0.2% | -1.5% |
| 7D | -2.1% | -4.7% | +2.7% | -2.2% |
| 30D | -1.7% | -2.2% | +0.5% | -1.8% |
| 3M | -1.9% | -9.7% | +7.8% | -1.9% |
| 6M | -4.3% | +0.3% | -4.6% | -4.4% |
| YTD | +15.8% | -3.5% | +19.3% | +15.0% |
| 1Y | +17.6% | -1.4% | +19.0% | +16.7% |
| All | +17.6% | -2.9% | +20.4% | +16.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling