+2,771.1%
NOW vs KMI
+99.9%
+2,671.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.3% | -2.8% |
| 7D | -2.4% | -0.5% | -1.9% | -2.3% |
| 30D | +20.5% | +0.9% | +19.6% | +20.0% |
| 3M | +18.3% | 0.0% | +18.4% | +17.9% |
| 6M | +24.1% | -5.7% | +29.8% | +25.2% |
| YTD | -7.8% | +17.5% | -25.3% | -12.5% |
| 1Y | -21.4% | +22.3% | -43.7% | -26.4% |
| 3Y | +19.5% | +111.9% | -92.4% | -4.1% |
| 5Y | +4.1% | +151.8% | -147.8% | -20.2% |
| 10Y | +826.4% | +138.7% | +687.8% | +592.3% |
| All | +2,771.1% | +99.9% | +2,671.2% | +2,193.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling