-49.3%
MSTR vs KMI
+21.9%
-71.2%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +2.0% | -5.6% | -3.1% |
| 7D | -10.7% | -5.1% | -5.6% | -12.1% |
| 30D | -21.6% | -3.1% | -18.4% | -22.0% |
| 3M | +24.4% | +0.2% | +24.1% | +23.8% |
| 6M | -35.5% | +1.1% | -36.6% | -37.4% |
| YTD | -20.3% | +17.7% | -38.1% | -28.7% |
| 1Y | -49.3% | +19.6% | -68.9% | -54.4% |
| All | -49.3% | +21.9% | -71.2% | -54.4% |
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