+3.0%
MCHP vs KMI
+151.4%
-148.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.3% | +4.0% | +3.8% |
| 7D | 0.0% | -1.7% | +1.8% | +0.7% |
| 30D | -6.0% | -2.7% | -3.3% | -5.1% |
| 3M | -19.7% | -0.7% | -19.0% | -20.0% |
| 6M | +14.0% | -5.0% | +19.0% | +15.1% |
| YTD | +18.4% | +15.5% | +3.0% | +8.3% |
| 1Y | +17.1% | +16.4% | +0.7% | +6.4% |
| 3Y | +0.7% | +114.2% | -113.4% | -36.3% |
| All | +3.0% | +151.4% | -148.4% | -39.9% |
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