+22.3%
KMI vs NVT
+73.8%
-51.5%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.6% | -3.2% | -0.6% |
| 7D | -0.5% | +5.1% | -5.6% | -0.4% |
| 30D | +0.9% | -3.7% | +4.6% | +0.7% |
| 3M | 0.0% | -10.1% | +10.1% | -0.2% |
| 6M | -5.7% | +37.5% | -43.2% | -5.6% |
| YTD | +17.5% | +53.7% | -36.2% | +17.6% |
| 1Y | +22.3% | +70.9% | -48.6% | +22.7% |
| All | +22.3% | +73.8% | -51.5% | +22.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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