-42.3%
MSTR vs KMI
+26.0%
-68.3%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -4.1% | +9.2% | +3.7% |
| 7D | -1.8% | -5.2% | +3.4% | -3.4% |
| 30D | -13.3% | +1.2% | -14.6% | -12.8% |
| 3M | +46.0% | +1.3% | +44.6% | +45.7% |
| 6M | -22.4% | -1.1% | -21.3% | -23.2% |
| YTD | -6.2% | +19.0% | -25.2% | -15.4% |
| 1Y | -42.3% | +26.6% | -68.9% | -49.0% |
| All | -42.3% | +26.0% | -68.3% | -49.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling