+1,157.9%
MCK vs KMI
+103.9%
+1,054.0%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | -2.9% | -1.7% | -1.2% | -2.5% |
| 30D | +0.4% | -2.7% | +3.2% | +1.1% |
| 3M | +12.1% | -0.7% | +12.8% | +12.1% |
| 6M | -5.4% | -5.0% | -0.5% | -4.4% |
| YTD | +7.8% | +15.5% | -7.7% | +3.1% |
| 1Y | +22.9% | +16.4% | +6.5% | +17.2% |
| 3Y | +110.7% | +114.2% | -3.4% | +66.2% |
| 5Y | +346.2% | +153.3% | +192.9% | +230.8% |
| 10Y | +440.1% | +132.4% | +307.7% | +295.2% |
| All | +1,157.9% | +103.9% | +1,054.0% | +739.1% |
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