+22.3%
KMI vs NVS
+27.7%
-5.4%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.9% | +1.3% | -0.7% |
| 7D | -0.5% | +4.0% | -4.5% | -0.4% |
| 30D | +0.9% | +3.6% | -2.7% | +1.0% |
| 3M | 0.0% | +7.8% | -7.8% | -0.1% |
| 6M | -5.7% | -0.2% | -5.5% | -6.2% |
| YTD | +17.5% | +19.6% | -2.1% | +18.2% |
| 1Y | +22.3% | +28.4% | -6.1% | +23.2% |
| All | +22.3% | +27.7% | -5.4% | +23.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 NVS 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