+117.2%
MPC vs KMI
+26.0%
+91.2%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -4.1% | -4.0% | -5.7% |
| 7D | -10.9% | -5.2% | -5.7% | -8.0% |
| 30D | -9.4% | +1.2% | -10.7% | -10.0% |
| 3M | +26.0% | +1.3% | +24.6% | +24.9% |
| 6M | +56.5% | -1.1% | +57.7% | +57.0% |
| YTD | +144.3% | +19.0% | +125.3% | +121.2% |
| 1Y | +117.2% | +26.6% | +90.7% | +86.6% |
| All | +117.2% | +26.0% | +91.2% | +86.6% |
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