+4,524.1%
MU vs KMI
+159.6%
+4,364.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.3% | -2.9% | -2.2% |
| 7D | +21.6% | +6.0% | +15.6% | +18.3% |
| 30D | -16.2% | -3.4% | -12.8% | -14.7% |
| 3M | -12.4% | +1.8% | -14.1% | -13.3% |
| 6M | +4.2% | +0.4% | +3.7% | +2.5% |
| YTD | +180.0% | +20.8% | +159.1% | +147.4% |
| 1Y | +226.4% | +23.0% | +203.4% | +185.2% |
| 3Y | +969.7% | +123.3% | +846.4% | +584.7% |
| 5Y | +957.9% | +149.8% | +808.1% | +529.9% |
| All | +4,524.1% | +159.6% | +4,364.5% | +2,453.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling