+26.6%
KMI vs NVDX
-27.2%
+53.8%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -6.2% | +2.1% | -4.2% |
| 7D | -5.2% | -14.1% | +8.8% | -5.5% |
| 30D | +1.2% | -31.3% | +32.6% | +0.6% |
| 3M | +1.3% | -16.2% | +17.5% | +1.2% |
| 6M | -1.1% | -11.9% | +10.7% | -0.9% |
| YTD | +19.0% | -9.4% | +28.4% | +18.8% |
| 1Y | +26.6% | -23.9% | +50.4% | +27.8% |
| All | +26.6% | -27.2% | +53.8% | +27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 NVDX 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