+26.6%
KMI vs NRG
-50.8%
+77.4%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -13.5% | +9.4% | -3.4% |
| 7D | -5.2% | -13.7% | +8.5% | -4.5% |
| 30D | +1.2% | -13.6% | +14.8% | +2.0% |
| 3M | +1.3% | -28.5% | +29.9% | +2.6% |
| 6M | -1.1% | -45.8% | +44.6% | +1.4% |
| YTD | +19.0% | -46.9% | +65.9% | +21.6% |
| 1Y | +26.6% | -49.7% | +76.3% | +30.0% |
| All | +26.6% | -50.8% | +77.4% | +30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG 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 1y: compounded portfolio wealth divided by compounded NRG 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…
1y analysis · Full analysis span regression · 6 months rolling