+2,743.5%
MA vs KMI
+110.6%
+2,632.9%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.0% | -0.2% |
| 7D | -1.8% | +0.2% | -2.0% | -1.9% |
| 30D | +11.0% | -3.7% | +14.7% | +12.2% |
| 3M | +17.9% | +1.2% | +16.6% | +16.9% |
| 6M | +33.2% | -0.3% | +33.4% | +32.3% |
| YTD | +16.5% | +19.2% | -2.8% | +7.9% |
| 1Y | +19.1% | +21.7% | -2.6% | +9.3% |
| 3Y | +70.6% | +120.4% | -49.8% | +23.2% |
| 5Y | +92.1% | +144.9% | -52.8% | +32.2% |
| 10Y | +569.6% | +155.6% | +414.0% | +331.5% |
| All | +2,743.5% | +110.6% | +2,632.9% | +1,558.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling