+681.4%
NFLX vs KMI
+136.8%
+544.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.1% | +1.9% |
| 7D | -1.1% | -1.7% | +0.6% | -0.7% |
| 30D | +4.3% | -2.7% | +7.0% | +4.9% |
| 3M | -4.8% | -0.7% | -4.1% | -4.8% |
| 6M | -18.4% | -5.0% | -13.5% | -17.7% |
| YTD | -17.4% | +15.5% | -32.9% | -20.7% |
| 1Y | -35.7% | +16.4% | -52.1% | -38.4% |
| 3Y | +73.8% | +114.2% | -40.4% | +42.5% |
| 5Y | +29.3% | +153.3% | -124.0% | +1.9% |
| All | +681.4% | +136.8% | +544.6% | +499.7% |
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 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