+45.3%
MO vs KMI
+26.0%
+19.3%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -4.1% | +5.5% | +2.7% |
| 7D | +6.9% | -5.2% | +12.1% | +8.7% |
| 30D | +14.9% | +1.2% | +13.7% | +14.0% |
| 3M | +16.4% | +1.3% | +15.1% | +15.3% |
| 6M | +9.6% | -1.1% | +10.7% | +9.5% |
| YTD | +41.8% | +19.0% | +22.9% | +38.3% |
| 1Y | +45.3% | +26.6% | +18.7% | +40.8% |
| All | +45.3% | +26.0% | +19.3% | +40.8% |
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