+6,542.8%
MU vs KMI
+103.8%
+6,439.0%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.0% | +4.2% | +5.2% |
| 7D | -12.0% | -6.5% | -5.5% | -8.6% |
| 30D | -28.7% | -5.1% | -23.7% | -26.8% |
| 3M | -16.4% | 0.0% | -16.4% | -16.7% |
| 6M | -1.8% | -0.9% | -0.9% | -2.8% |
| YTD | +157.1% | +15.4% | +141.7% | +132.2% |
| 1Y | +208.5% | +19.5% | +189.0% | +173.1% |
| 3Y | +906.2% | +116.3% | +789.9% | +549.4% |
| 5Y | +893.4% | +136.6% | +756.8% | +502.7% |
| 10Y | +4,271.9% | +139.6% | +4,132.3% | +2,382.6% |
| All | +6,542.8% | +103.8% | +6,439.0% | +3,419.4% |
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