+17.1%
MCHP vs KMI
+17.6%
-0.5%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.3% | +4.0% | +3.6% |
| 7D | 0.0% | -1.7% | +1.8% | -0.4% |
| 30D | -6.0% | -2.7% | -3.3% | -6.6% |
| 3M | -19.7% | -0.7% | -19.0% | -19.7% |
| 6M | +14.0% | -5.0% | +19.0% | +13.0% |
| YTD | +18.4% | +15.5% | +3.0% | +17.2% |
| 1Y | +17.1% | +16.4% | +0.7% | +14.7% |
| All | +17.1% | +17.6% | -0.5% | +14.7% |
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