+323.1%
MRVL vs KMI
+111.5%
+211.6%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.3% | +4.3% | +4.2% |
| 7D | +5.6% | -1.7% | +7.3% | +6.4% |
| 30D | +8.8% | -2.7% | +11.5% | +9.6% |
| 3M | -15.9% | -0.7% | -15.2% | -16.9% |
| 6M | +161.3% | -5.0% | +166.2% | +163.4% |
| YTD | +178.2% | +15.5% | +162.8% | +144.5% |
| 1Y | +255.3% | +16.4% | +238.9% | +209.2% |
| 3Y | +323.1% | +114.2% | +209.0% | +231.2% |
| All | +323.1% | +111.5% | +211.6% | +231.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling