+130.2%
KMI vs NDAQ
+370.8%
-240.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.3% | +0.9% | -0.6% |
| 7D | -2.1% | -6.8% | +4.7% | +0.6% |
| 30D | -1.7% | -3.2% | +1.5% | -0.5% |
| 3M | -1.9% | +6.5% | -8.4% | -4.9% |
| 6M | -4.3% | +5.7% | -10.1% | -7.5% |
| YTD | +15.8% | -4.6% | +20.4% | +16.1% |
| 1Y | +17.6% | -1.6% | +19.2% | +15.8% |
| 3Y | +113.1% | +86.4% | +26.7% | +56.0% |
| 5Y | +154.0% | +50.3% | +103.7% | +100.3% |
| All | +130.2% | +370.8% | -240.7% | +2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 10y: compounded portfolio wealth divided by compounded NDAQ 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…
10y analysis · Full analysis span regression · 6 months rolling