+16.4%
KMI vs NVD
-52.8%
+69.2%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.5% | -0.3% |
| 7D | -1.7% | +10.8% | -12.6% | -1.9% |
| 30D | -2.7% | +0.8% | -3.5% | -2.8% |
| 3M | -0.7% | -20.8% | +20.2% | -0.4% |
| 6M | -5.0% | -41.2% | +36.2% | -4.8% |
| YTD | +15.5% | -44.2% | +59.7% | +15.6% |
| 1Y | +16.4% | -54.2% | +70.6% | +18.4% |
| All | +16.4% | -52.8% | +69.2% | +18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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