+9,109.4%
MU vs KMI
+107.5%
+9,002.0%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.6% | +6.7% | +6.4% |
| 7D | +9.0% | -0.5% | +9.5% | +9.2% |
| 30D | +13.8% | +0.9% | +12.9% | +13.0% |
| 3M | +2.1% | 0.0% | +2.1% | +1.3% |
| 6M | +153.8% | -5.7% | +159.5% | +156.2% |
| YTD | +256.4% | +17.5% | +238.9% | +219.2% |
| 1Y | +719.8% | +22.3% | +697.5% | +616.2% |
| 3Y | +1,360.4% | +111.9% | +1,248.4% | +852.0% |
| 5Y | +1,312.4% | +151.8% | +1,160.6% | +726.8% |
| 10Y | +6,142.6% | +138.7% | +6,003.9% | +3,442.3% |
| All | +9,109.4% | +107.5% | +9,002.0% | +4,738.4% |
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 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