+683.9%
MRK vs KMI
+111.3%
+572.5%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.8% | -3.1% | -1.6% |
| 7D | -0.9% | -0.4% | -0.6% | -0.9% |
| 30D | +15.5% | +3.7% | +11.8% | +14.5% |
| 3M | +25.1% | +3.2% | +21.9% | +24.1% |
| 6M | +30.1% | -3.0% | +33.1% | +30.6% |
| YTD | +43.1% | +19.7% | +23.5% | +37.6% |
| 1Y | +82.5% | +25.6% | +56.8% | +73.5% |
| 3Y | +49.3% | +120.2% | -70.9% | +24.8% |
| 5Y | +130.3% | +160.5% | -30.2% | +83.8% |
| 10Y | +234.3% | +134.8% | +99.5% | +161.6% |
| All | +683.9% | +111.3% | +572.5% | +483.5% |
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