+593.1%
MA vs KMI
+158.9%
+434.2%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.4% |
| 7D | +1.3% | +6.5% | -5.2% | -1.3% |
| 30D | +9.6% | -3.4% | +13.0% | +10.8% |
| 3M | +16.8% | +0.4% | +16.4% | +16.0% |
| 6M | +35.2% | -0.9% | +36.1% | +34.6% |
| YTD | +16.6% | +20.5% | -3.9% | +6.1% |
| 1Y | +19.8% | +23.2% | -3.4% | +7.8% |
| 3Y | +70.7% | +121.6% | -50.9% | +15.2% |
| 5Y | +87.4% | +149.1% | -61.7% | +18.2% |
| All | +593.1% | +158.9% | +434.2% | +299.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI 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 10y: compounded portfolio wealth divided by compounded KMI 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…
10y analysis · Full analysis span regression · 6 months rolling