+26.6%
KMI vs NVTS
-9.1%
+35.6%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +9.0% | -13.1% | -4.1% |
| 7D | -5.2% | -0.3% | -4.9% | -5.2% |
| 30D | +1.2% | -24.4% | +25.6% | +1.3% |
| 3M | +1.3% | -26.5% | +27.8% | +1.4% |
| 6M | -1.1% | -41.4% | +40.2% | -1.1% |
| YTD | +19.0% | +30.7% | -11.7% | +15.3% |
| 1Y | +26.6% | -10.8% | +37.4% | +24.6% |
| All | +26.6% | -9.1% | +35.6% | +24.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NVTS.
Daily Out/Under-Performance
Portfolio return minus NVTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVTS 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 NVTS 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