+0.9%
NU vs KMI
-5.0%
+6.0%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.6% | -0.1% |
| 7D | -4.2% | -2.1% | -2.2% | -4.5% |
| 30D | +10.0% | -1.7% | +11.7% | +10.0% |
| 3M | +29.3% | -1.9% | +31.1% | +29.4% |
| 6M | +0.9% | -4.3% | +5.3% | +1.1% |
| All | +0.9% | -5.0% | +6.0% | +1.1% |
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 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