+2,538.2%
MUU vs KMI
+47.6%
+2,490.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.8% | -4.9% | -4.1% |
| 7D | +13.9% | -0.4% | +14.3% | +14.1% |
| 30D | +24.8% | +3.7% | +21.1% | +21.4% |
| 3M | -15.7% | +3.2% | -18.9% | -19.0% |
| 6M | +338.9% | -3.0% | +341.9% | +327.9% |
| YTD | +563.2% | +19.7% | +543.5% | +373.5% |
| 1Y | +2,577.5% | +25.6% | +2,551.9% | +1,631.8% |
| All | +2,538.2% | +47.6% | +2,490.6% | +1,451.6% |
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