+33.3%
MELI vs KMI
+111.5%
-78.2%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.4% |
| 7D | -4.1% | -1.7% | -2.4% | -3.8% |
| 30D | +3.8% | -2.7% | +6.5% | +4.2% |
| 3M | +17.8% | -0.7% | +18.5% | +17.5% |
| 6M | +7.4% | -5.0% | +12.4% | +8.0% |
| YTD | -5.8% | +15.5% | -21.3% | -10.8% |
| 1Y | -18.9% | +16.4% | -35.3% | -23.5% |
| 3Y | +33.3% | +114.2% | -80.8% | +10.6% |
| All | +33.3% | +111.5% | -78.2% | +10.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling