+26.6%
KMI vs NXT
+10.5%
+16.1%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +11.1% | -15.2% | -3.9% |
| 7D | -5.2% | +30.0% | -35.2% | -4.8% |
| 30D | +1.2% | +28.6% | -27.4% | +1.7% |
| 3M | +1.3% | +8.4% | -7.1% | +1.5% |
| 6M | -1.1% | -8.7% | +7.6% | -1.1% |
| YTD | +19.0% | +22.5% | -3.5% | +17.1% |
| 1Y | +26.6% | +6.9% | +19.7% | +25.4% |
| All | +26.6% | +10.5% | +16.1% | +25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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