+27.0%
NFLX vs KMI
+154.9%
-127.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.8% | +0.8% | -0.5% |
| 7D | -8.1% | -1.8% | -6.3% | -7.7% |
| 30D | -0.3% | +0.1% | -0.4% | -0.4% |
| 3M | -6.6% | +1.2% | -7.8% | -7.1% |
| 6M | -22.7% | -3.9% | -18.8% | -22.1% |
| YTD | -18.9% | +17.5% | -36.4% | -23.3% |
| 1Y | -39.8% | +22.6% | -62.5% | -43.9% |
| 3Y | +71.7% | +116.3% | -44.6% | +30.9% |
| All | +27.0% | +154.9% | -127.9% | -7.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling