-26.4%
NOW vs KMI
+128.7%
-155.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.2% |
| 7D | -3.0% | -10.8% | +7.8% | +0.2% |
| 30D | -26.0% | -5.0% | -21.0% | -25.2% |
| 3M | -13.1% | -3.4% | -9.7% | -12.9% |
| 6M | +14.5% | -3.4% | +17.9% | +14.0% |
| YTD | -33.4% | +13.1% | -46.5% | -38.3% |
| 1Y | -40.6% | +19.0% | -59.7% | -46.2% |
| 3Y | -16.3% | +106.1% | -122.4% | -42.6% |
| All | -26.4% | +128.7% | -155.1% | -50.6% |
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