-42.5%
NOW vs KMI
+21.9%
-64.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.0% | -5.1% | -2.3% |
| 7D | -8.7% | -5.1% | -3.6% | -10.8% |
| 30D | -29.3% | -3.1% | -26.1% | -30.1% |
| 3M | -21.8% | +0.2% | -22.1% | -21.7% |
| 6M | +9.2% | +1.1% | +8.1% | +9.7% |
| YTD | -35.0% | +17.7% | -52.7% | -33.1% |
| 1Y | -42.5% | +19.6% | -62.1% | -41.1% |
| All | -42.5% | +21.9% | -64.4% | -41.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling