+2,968.0%
MPC vs KMI
+115.8%
+2,852.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.5% | -0.7% |
| 7D | -16.2% | -10.8% | -5.4% | -9.2% |
| 30D | -15.7% | -5.0% | -10.7% | -12.7% |
| 3M | +24.9% | -3.4% | +28.3% | +27.7% |
| 6M | +52.7% | -3.4% | +56.0% | +55.6% |
| YTD | +131.9% | +13.1% | +118.8% | +111.5% |
| 1Y | +96.6% | +19.0% | +77.6% | +72.9% |
| 3Y | +163.8% | +106.1% | +57.6% | +53.4% |
| 5Y | +533.1% | +130.1% | +403.1% | +243.1% |
| 10Y | +1,118.6% | +151.9% | +966.7% | +539.2% |
| All | +2,968.0% | +115.8% | +2,852.1% | +1,367.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling