+1,972.6%
NOW vs KMI
+92.4%
+1,880.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -25.3% |
| 3M | -13.1% | -3.4% | -9.7% | -12.8% |
| 6M | +14.5% | -3.4% | +17.9% | +14.5% |
| YTD | -33.4% | +13.1% | -46.5% | -36.5% |
| 1Y | -40.6% | +19.0% | -59.7% | -44.2% |
| 3Y | -16.3% | +106.1% | -122.4% | -32.6% |
| 5Y | -26.3% | +130.1% | -156.4% | -42.3% |
| 10Y | +512.7% | +151.9% | +360.8% | +352.4% |
| All | +1,972.6% | +92.4% | +1,880.1% | +1,566.1% |
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 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