+72.1%
MA vs KMI
+113.5%
-41.4%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.0% | -1.6% | +0.1% |
| 7D | -0.3% | -6.5% | +6.2% | +0.7% |
| 30D | +11.3% | -5.1% | +16.4% | +12.1% |
| 3M | +16.7% | 0.0% | +16.7% | +16.3% |
| 6M | +32.8% | -0.9% | +33.7% | +32.3% |
| YTD | +15.6% | +15.4% | +0.2% | +10.8% |
| 1Y | +19.6% | +19.5% | +0.1% | +13.4% |
| 3Y | +72.1% | +116.3% | -44.2% | +45.8% |
| All | +72.1% | +113.5% | -41.4% | +45.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling