+3,101.0%
MPC vs KMI
+124.2%
+2,976.8%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.7% |
| 7D | +5.4% | -0.5% | +5.9% | +5.8% |
| 30D | +31.0% | +0.9% | +30.1% | +30.1% |
| 3M | +46.0% | 0.0% | +46.0% | +45.6% |
| 6M | +77.3% | -5.7% | +83.0% | +83.7% |
| YTD | +141.9% | +17.5% | +124.4% | +115.1% |
| 1Y | +120.9% | +22.3% | +98.6% | +90.2% |
| 3Y | +182.7% | +111.9% | +70.7% | +61.1% |
| 5Y | +646.4% | +151.8% | +494.6% | +280.0% |
| 10Y | +1,138.7% | +138.7% | +1,000.1% | +557.3% |
| All | +3,101.0% | +124.2% | +2,976.8% | +1,392.5% |
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