+111.8%
KMI vs MSI
+1,439.6%
-1,327.8%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.3% |
| 7D | -0.5% | -3.7% | +3.2% | +0.9% |
| 30D | +0.9% | +6.8% | -5.9% | -1.8% |
| 3M | 0.0% | +14.3% | -14.3% | -5.4% |
| 6M | -5.7% | -1.3% | -4.4% | -6.1% |
| YTD | +17.5% | +23.1% | -5.6% | +7.1% |
| 1Y | +22.3% | -0.8% | +23.1% | +21.0% |
| 3Y | +111.9% | +70.9% | +41.0% | +66.9% |
| 5Y | +151.8% | +103.3% | +48.5% | +80.9% |
| 10Y | +138.7% | +599.2% | -460.6% | +2.5% |
| All | +111.8% | +1,439.6% | -1,327.8% | -35.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded MSI 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling