+278.0%
MRVL vs KMI
+151.2%
+126.8%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.5% | -2.0% | -2.5% |
| 7D | +8.7% | -2.1% | +10.7% | +10.0% |
| 30D | +6.9% | -1.7% | +8.6% | +7.4% |
| 3M | -10.1% | -1.9% | -8.2% | -10.5% |
| 6M | +143.4% | -4.3% | +147.8% | +145.1% |
| YTD | +167.5% | +15.8% | +151.7% | +134.3% |
| 1Y | +239.0% | +17.6% | +221.4% | +192.4% |
| 3Y | +311.0% | +113.1% | +197.8% | +142.2% |
| 5Y | +278.0% | +154.0% | +124.0% | +121.0% |
| All | +278.0% | +151.2% | +126.8% | +121.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling