+1,449.6%
NET vs KMI
+129.5%
+1,320.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.3% | -1.8% |
| 7D | -7.0% | -0.5% | -6.5% | -6.8% |
| 30D | -4.8% | +0.9% | -5.7% | -5.1% |
| 3M | +3.8% | 0.0% | +3.8% | +3.6% |
| 6M | +50.0% | -5.7% | +55.7% | +51.7% |
| YTD | +41.5% | +17.5% | +24.0% | +33.8% |
| 1Y | +32.8% | +22.3% | +10.5% | +23.7% |
| 3Y | +335.9% | +111.9% | +223.9% | +250.1% |
| 5Y | +113.8% | +151.8% | -38.0% | +69.2% |
| All | +1,449.6% | +129.5% | +1,320.0% | +1,293.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling