+19.8%
MA vs KMI
+22.3%
-2.5%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.3% |
| 7D | +1.3% | +6.5% | -5.2% | +1.7% |
| 30D | +9.6% | -3.4% | +13.0% | +9.3% |
| 3M | +16.8% | +0.4% | +16.4% | +16.6% |
| 6M | +35.2% | -0.9% | +36.1% | +34.9% |
| YTD | +16.6% | +20.5% | -3.9% | +20.3% |
| 1Y | +19.8% | +23.2% | -3.4% | +23.5% |
| All | +19.8% | +22.3% | -2.5% | +23.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling