-34.6%
MP vs KMI
+26.0%
-60.6%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -4.1% | -1.0% | -5.1% |
| 7D | -12.5% | -5.2% | -7.3% | -12.5% |
| 30D | -23.3% | +1.2% | -24.6% | -23.0% |
| 3M | -24.4% | +1.3% | -25.7% | -24.0% |
| 6M | -45.8% | -1.1% | -44.6% | -45.9% |
| YTD | -28.9% | +19.0% | -47.9% | -38.5% |
| 1Y | -34.6% | +26.6% | -61.2% | -47.6% |
| All | -34.6% | +26.0% | -60.6% | -47.6% |
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 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