+98.1%
NU vs KMI
+111.5%
-13.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.3% | -2.4% | -2.6% |
| 7D | -4.9% | -1.7% | -3.2% | -4.4% |
| 30D | +7.8% | -2.7% | +10.6% | +8.6% |
| 3M | +20.9% | -0.7% | +21.6% | +20.8% |
| 6M | +0.9% | -5.0% | +5.9% | +1.8% |
| YTD | -12.7% | +15.5% | -28.1% | -18.2% |
| 1Y | -6.4% | +16.4% | -22.8% | -12.8% |
| 3Y | +98.1% | +114.2% | -16.1% | +40.6% |
| All | +98.1% | +111.5% | -13.4% | +40.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling