+108.7%
KMI vs NXT
+171.8%
-63.1%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.6% | +1.8% | -1.7% |
| 7D | -1.8% | -0.2% | -1.5% | -1.7% |
| 30D | +0.1% | -20.0% | +20.0% | +0.6% |
| 3M | +1.2% | -30.9% | +32.1% | +2.1% |
| 6M | -3.9% | -23.8% | +19.9% | -3.8% |
| YTD | +17.5% | -5.4% | +23.0% | +16.4% |
| 1Y | +22.6% | +28.0% | -5.4% | +19.4% |
| 3Y | +116.3% | +93.3% | +23.0% | +100.2% |
| All | +108.7% | +171.8% | -63.1% | +84.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling