+1,319.3%
MU vs KMI
+158.6%
+1,160.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.8% | -3.5% | -2.3% |
| 7D | +7.2% | -0.4% | +7.5% | +7.3% |
| 30D | +14.0% | +3.7% | +10.3% | +12.3% |
| 3M | +5.4% | +3.2% | +2.2% | +3.6% |
| 6M | +170.3% | -3.0% | +173.3% | +169.7% |
| YTD | +250.7% | +19.7% | +231.0% | +213.3% |
| 1Y | +662.1% | +25.6% | +636.5% | +560.8% |
| 3Y | +1,341.2% | +120.2% | +1,221.0% | +884.1% |
| 5Y | +1,319.3% | +160.5% | +1,158.9% | +781.2% |
| All | +1,319.3% | +158.6% | +1,160.8% | +781.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling