+26.6%
KMI vs MSFU
-2.2%
+28.8%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +13.5% | -17.6% | -3.5% |
| 7D | -5.2% | +8.2% | -13.4% | -4.8% |
| 30D | +1.2% | +10.2% | -9.0% | +1.8% |
| 3M | +1.3% | +22.9% | -21.6% | +2.3% |
| 6M | -1.1% | +63.2% | -64.3% | +1.1% |
| YTD | +19.0% | +11.7% | +7.3% | +22.5% |
| 1Y | +26.6% | -3.5% | +30.1% | +32.6% |
| All | +26.6% | -2.2% | +28.8% | +32.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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