+265.1%
MU vs KMI
+26.0%
+239.2%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -4.1% | -2.9% | -9.3% |
| 7D | -19.1% | -5.2% | -13.9% | -21.8% |
| 30D | -25.2% | +1.2% | -26.5% | -24.0% |
| 3M | -10.9% | +1.3% | -12.2% | -9.3% |
| 6M | +38.0% | -1.1% | +39.1% | +38.6% |
| YTD | +178.8% | +19.0% | +159.8% | +187.6% |
| 1Y | +265.1% | +26.6% | +238.6% | +244.1% |
| All | +265.1% | +26.0% | +239.2% | +244.1% |
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