+121.6%
KMI vs MSFU
+21.3%
+100.3%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.3% |
| 7D | +6.5% | -2.8% | +9.3% | +6.6% |
| 30D | -3.4% | -5.3% | +1.9% | -3.3% |
| 3M | +0.4% | +7.2% | -6.9% | +0.2% |
| 6M | -0.9% | +51.0% | -51.9% | -2.3% |
| YTD | +20.5% | -1.2% | +21.7% | +21.9% |
| 1Y | +23.2% | -10.3% | +33.5% | +25.7% |
| 3Y | +121.6% | +22.2% | +99.4% | +121.2% |
| All | +121.6% | +21.3% | +100.3% | +121.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling