+209.8%
KMI vs NVT
+712.1%
-502.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.5% | +0.7% | -0.9% |
| 7D | -1.8% | +7.0% | -8.8% | -4.2% |
| 30D | +0.1% | -2.3% | +2.4% | +0.5% |
| 3M | +1.2% | -3.1% | +4.2% | +0.5% |
| 6M | -3.9% | +47.0% | -50.9% | -20.5% |
| YTD | +17.5% | +56.2% | -38.7% | -6.0% |
| 1Y | +22.6% | +74.5% | -51.9% | -7.7% |
| 3Y | +116.3% | +184.0% | -67.7% | +20.8% |
| 5Y | +157.6% | +410.8% | -253.2% | +0.2% |
| All | +209.8% | +712.1% | -502.3% | -15.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling