-8.5%
NFLX vs KMI
+148.3%
-156.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.8% |
| 7D | -2.0% | +6.5% | -8.5% | -3.7% |
| 30D | -11.9% | -3.4% | -8.5% | -11.3% |
| 3M | -20.6% | +0.4% | -20.9% | -21.0% |
| 6M | -29.0% | -0.9% | -28.1% | -29.3% |
| YTD | -33.7% | +20.5% | -54.2% | -38.3% |
| 1Y | -46.2% | +23.2% | -69.3% | -50.3% |
| 3Y | +39.8% | +121.6% | -81.8% | +1.6% |
| All | -8.5% | +148.3% | -156.9% | -34.0% |
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