+931.4%
MSTR vs KMI
+107.9%
+823.5%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +2.0% | -5.6% | -4.5% |
| 7D | -10.7% | -5.1% | -5.6% | -8.8% |
| 30D | -21.6% | -3.1% | -18.4% | -20.8% |
| 3M | +24.4% | +0.2% | +24.1% | +23.2% |
| 6M | -35.5% | +1.1% | -36.6% | -37.0% |
| YTD | -20.3% | +17.7% | -38.1% | -27.4% |
| 1Y | -49.3% | +19.6% | -68.9% | -54.3% |
| 3Y | +137.8% | +117.6% | +20.2% | +66.3% |
| 5Y | +48.3% | +143.1% | -94.8% | +2.1% |
| 10Y | +526.8% | +142.0% | +384.7% | +306.1% |
| All | +931.4% | +107.9% | +823.5% | +483.6% |
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