+19.3%
KMI vs MSFU
-20.6%
+39.9%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -1.8% |
| 7D | -1.8% | -2.3% | +0.6% | -1.8% |
| 30D | +0.1% | -6.3% | +6.3% | -0.1% |
| 3M | +1.2% | +40.0% | -38.8% | +2.8% |
| 6M | -3.9% | +30.1% | -34.0% | -2.5% |
| YTD | +17.5% | -10.3% | +27.9% | +19.1% |
| All | +19.3% | -20.6% | +39.9% | +22.4% |
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