+327.1%
NET vs KMI
+112.2%
+214.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -5.2% |
| 3M | +3.8% | 0.0% | +3.8% | +3.5% |
| 6M | +50.0% | -5.7% | +55.7% | +52.6% |
| YTD | +41.5% | +17.5% | +24.0% | +29.8% |
| 1Y | +32.8% | +22.3% | +10.5% | +18.6% |
| All | +327.1% | +112.2% | +214.9% | +203.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling