0.0%
NET vs KMI
-5.2%
+5.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -4.2% | -4.1% | -7.9% |
| 7D | -21.2% | -10.3% | -10.9% | -21.2% |
| 30D | -31.1% | -5.3% | -25.8% | -30.2% |
| 3M | -16.5% | -2.1% | -14.4% | -15.0% |
| 6M | 0.0% | -4.8% | +4.8% | +1.7% |
| All | 0.0% | -5.2% | +5.3% | +1.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling