+117.2%
KMI vs NDAQ
+1,380.2%
-1,263.0%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.2% |
| 7D | +6.5% | +1.3% | +5.3% | +6.1% |
| 30D | -3.4% | +18.0% | -21.4% | -9.2% |
| 3M | +0.4% | +11.5% | -11.1% | -3.8% |
| 6M | -0.9% | +21.1% | -22.0% | -8.5% |
| YTD | +20.5% | +12.8% | +7.7% | +13.2% |
| 1Y | +23.2% | +25.7% | -2.5% | +10.9% |
| 3Y | +121.6% | +116.8% | +4.8% | +59.8% |
| 5Y | +149.1% | +67.3% | +81.8% | +95.1% |
| 10Y | +158.3% | +473.3% | -315.1% | +24.0% |
| All | +117.2% | +1,380.2% | -1,263.0% | -29.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling