+1,101.8%
NBIS vs KMI
+36.5%
+1,065.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.8% | +0.3% | -0.3% |
| 7D | +17.8% | -1.8% | +19.5% | +19.1% |
| 30D | +30.5% | +0.1% | +30.5% | +30.7% |
| 3M | +9.2% | +1.2% | +8.0% | +6.4% |
| 6M | +153.2% | -3.9% | +157.1% | +155.5% |
| YTD | +187.1% | +17.5% | +169.6% | +133.7% |
| 1Y | +151.1% | +22.6% | +128.5% | +89.2% |
| All | +1,101.8% | +36.5% | +1,065.2% | +934.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI 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 KMI 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