+1,171.8%
MPC vs KMI
+158.9%
+1,012.9%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.7% |
| 7D | +11.2% | +6.5% | +4.7% | +5.3% |
| 30D | -14.5% | -3.4% | -11.1% | -11.9% |
| 3M | +16.7% | +0.4% | +16.3% | +15.8% |
| 6M | +67.6% | -0.9% | +68.5% | +67.7% |
| YTD | +157.9% | +20.5% | +137.4% | +115.8% |
| 1Y | +116.7% | +23.2% | +93.5% | +77.5% |
| 3Y | +199.8% | +121.6% | +78.1% | +34.6% |
| 5Y | +604.4% | +149.1% | +455.3% | +180.9% |
| All | +1,171.8% | +158.9% | +1,012.9% | +399.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling