+2,423.9%
MUU vs KMI
+42.8%
+2,381.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.5% | -7.9% | -8.4% |
| 7D | +3.6% | -2.1% | +5.6% | +4.8% |
| 30D | +22.3% | -1.7% | +24.0% | +23.0% |
| 3M | -8.2% | -1.9% | -6.3% | -8.5% |
| 6M | +256.3% | -4.3% | +260.7% | +246.2% |
| YTD | +534.4% | +15.8% | +518.6% | +362.0% |
| 1Y | +2,163.5% | +17.6% | +2,145.9% | +1,481.6% |
| All | +2,423.9% | +42.8% | +2,381.0% | +1,414.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling