+11.0%
NEE vs KMI
+151.2%
-140.1%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | +0.2% |
| 7D | -1.9% | -2.1% | +0.1% | -1.3% |
| 30D | -3.1% | -1.7% | -1.4% | -2.7% |
| 3M | -2.4% | -1.9% | -0.5% | -2.0% |
| 6M | -8.6% | -4.3% | -4.3% | -7.5% |
| YTD | +4.9% | +15.8% | -10.9% | -0.3% |
| 1Y | +19.4% | +17.6% | +1.8% | +12.6% |
| 3Y | +34.9% | +113.1% | -78.3% | -1.3% |
| 5Y | +11.0% | +154.0% | -143.0% | -17.4% |
| All | +11.0% | +151.2% | -140.1% | -17.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling