+150.6%
KMI vs NVMI
+261.9%
-111.3%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -1.9% | -0.4% |
| 7D | -1.7% | -0.1% | -1.6% | -1.7% |
| 30D | -2.7% | -8.4% | +5.7% | -2.1% |
| 3M | -0.7% | -33.6% | +32.9% | +2.2% |
| 6M | -5.0% | -14.7% | +9.7% | -5.1% |
| YTD | +15.5% | +13.2% | +2.2% | +11.5% |
| 1Y | +16.4% | +29.0% | -12.6% | +10.2% |
| 3Y | +114.2% | +215.0% | -100.8% | +75.4% |
| All | +150.6% | +261.9% | -111.3% | +95.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 5y: compounded portfolio wealth divided by compounded NVMI 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…
5y analysis · Full analysis span regression · 6 months rolling