+111.8%
KMI vs MUB
+56.2%
+55.6%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.7% | -0.7% |
| 7D | -0.5% | -0.9% | +0.4% | +0.2% |
| 30D | +0.9% | -1.4% | +2.3% | +2.0% |
| 3M | 0.0% | -2.2% | +2.1% | +1.7% |
| 6M | -5.7% | -1.9% | -3.8% | -4.4% |
| YTD | +17.5% | -0.8% | +18.3% | +18.1% |
| 1Y | +22.3% | +2.7% | +19.5% | +19.4% |
| 3Y | +111.9% | +8.6% | +103.3% | +96.9% |
| 5Y | +151.8% | +2.0% | +149.8% | +146.6% |
| 10Y | +138.7% | +17.9% | +120.7% | +126.6% |
| All | +111.8% | +56.2% | +55.6% | +95.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling