+790.9%
NOW vs KMI
+132.8%
+658.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.8% | -0.5% | -1.8% |
| 7D | -4.1% | -1.8% | -2.4% | -3.7% |
| 30D | +2.9% | +0.1% | +2.8% | +2.7% |
| 3M | +22.6% | +1.2% | +21.4% | +21.6% |
| 6M | +7.5% | -3.9% | +11.4% | +8.0% |
| YTD | -14.4% | +17.5% | -31.9% | -19.4% |
| 1Y | -29.8% | +22.6% | -52.4% | -34.9% |
| 3Y | +9.2% | +116.3% | -107.0% | -15.7% |
| 5Y | +0.8% | +157.6% | -156.8% | -26.0% |
| 10Y | +790.9% | +136.6% | +654.4% | +549.1% |
| All | +790.9% | +132.8% | +658.2% | +549.1% |
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