+2,628.1%
MELI vs KMI
+104.5%
+2,523.6%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.5% | +3.1% | +2.2% |
| 7D | -4.3% | -2.1% | -2.2% | -3.5% |
| 30D | -1.7% | -1.7% | -0.1% | -1.4% |
| 3M | +20.0% | -1.9% | +21.9% | +20.3% |
| 6M | +9.4% | -4.3% | +13.8% | +10.2% |
| YTD | -5.4% | +15.8% | -21.2% | -12.0% |
| 1Y | -18.8% | +17.6% | -36.4% | -25.2% |
| 3Y | +33.5% | +113.1% | -79.7% | -5.1% |
| 5Y | +3.2% | +154.0% | -150.8% | -31.4% |
| 10Y | +967.9% | +133.1% | +834.8% | +595.0% |
| All | +2,628.1% | +104.5% | +2,523.6% | +1,522.3% |
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