+853.6%
NEE vs KMI
+111.3%
+742.3%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.8% | -1.4% | +0.1% |
| 7D | +1.1% | -0.4% | +1.5% | +1.2% |
| 30D | -0.2% | +3.7% | -3.9% | -1.1% |
| 3M | +0.5% | +3.2% | -2.6% | -0.3% |
| 6M | -6.5% | -3.0% | -3.5% | -6.0% |
| YTD | +6.7% | +19.7% | -13.0% | +2.3% |
| 1Y | +23.6% | +25.6% | -2.0% | +17.1% |
| 3Y | +37.1% | +120.2% | -83.1% | +13.6% |
| 5Y | +10.9% | +160.5% | -149.6% | -11.6% |
| 10Y | +245.4% | +134.8% | +110.5% | +168.1% |
| All | +853.6% | +111.3% | +742.3% | +631.7% |
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