+14.5%
NOW vs KMI
-4.7%
+19.2%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.8% |
| 7D | -3.0% | -10.8% | +7.8% | -9.6% |
| 30D | -26.0% | -5.0% | -21.0% | -27.9% |
| 3M | -13.1% | -3.4% | -9.7% | -14.1% |
| 6M | +14.5% | -3.4% | +17.9% | +14.2% |
| All | +14.5% | -4.7% | +19.2% | +14.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling