+23.2%
KMI vs MUB
-0.2%
+23.4%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.5% |
| 7D | +6.5% | -1.3% | +7.8% | +5.6% |
| 30D | -3.4% | +2.2% | -5.6% | -2.9% |
| 3M | +0.4% | -1.6% | +2.0% | -2.2% |
| 6M | -0.9% | -1.3% | +0.3% | -2.9% |
| YTD | +20.5% | -0.7% | +21.1% | +18.5% |
| 1Y | +23.2% | -0.2% | +23.4% | +22.4% |
| All | +23.2% | -0.2% | +23.4% | +22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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