-66.3%
MARA vs KMI
+151.4%
-217.7%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.3% | +5.1% | +5.1% |
| 7D | +5.9% | -1.7% | +7.6% | +7.8% |
| 30D | +24.3% | -2.7% | +27.0% | +25.8% |
| 3M | -12.0% | -0.7% | -11.3% | -13.7% |
| 6M | +40.1% | -5.0% | +45.1% | +42.5% |
| YTD | +33.4% | +15.5% | +17.9% | +8.3% |
| 1Y | -23.7% | +16.4% | -40.2% | -39.4% |
| 3Y | +19.0% | +114.2% | -95.2% | -58.6% |
| All | -66.3% | +151.4% | -217.7% | -90.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling