+153.3%
MP vs KMI
+112.2%
+41.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.0% | +1.6% |
| 7D | -2.9% | -0.5% | -2.3% | -2.7% |
| 30D | +13.8% | +0.9% | +12.9% | +13.3% |
| 3M | -16.7% | 0.0% | -16.7% | -17.3% |
| 6M | -11.5% | -5.7% | -5.8% | -10.1% |
| YTD | +7.9% | +17.5% | -9.5% | -2.1% |
| 1Y | -15.0% | +22.3% | -37.3% | -24.9% |
| All | +153.3% | +112.2% | +41.1% | +18.0% |
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