+1,229.8%
MRVL vs KMI
+107.5%
+1,122.3%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.6% | +7.7% | +7.3% |
| 7D | +3.2% | -0.5% | +3.7% | +3.4% |
| 30D | +5.9% | +0.9% | +5.0% | +5.2% |
| 3M | -29.3% | 0.0% | -29.3% | -30.0% |
| 6M | +186.5% | -5.7% | +192.2% | +190.4% |
| YTD | +163.4% | +17.5% | +146.0% | +143.1% |
| 1Y | +249.5% | +22.3% | +227.2% | +216.5% |
| 3Y | +289.4% | +111.9% | +177.4% | +186.4% |
| 5Y | +270.2% | +151.8% | +118.4% | +157.0% |
| 10Y | +1,748.8% | +138.7% | +1,610.2% | +1,131.2% |
| All | +1,229.8% | +107.5% | +1,122.3% | +742.3% |
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