+123.2%
MPC vs KMI
+24.4%
+98.8%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.8% | +0.4% | +1.4% |
| 7D | +3.9% | -0.4% | +4.2% | +4.0% |
| 30D | +33.8% | +3.7% | +30.1% | +31.4% |
| 3M | +49.9% | +3.2% | +46.7% | +47.1% |
| 6M | +80.9% | -3.0% | +83.9% | +83.1% |
| YTD | +147.4% | +19.7% | +127.8% | +132.5% |
| 1Y | +123.2% | +25.6% | +97.6% | +106.9% |
| All | +123.2% | +24.4% | +98.8% | +106.9% |
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