+45.2%
NU vs KMI
+151.9%
-106.7%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.8% | -0.4% | -1.4% |
| 7D | -2.6% | -1.8% | -0.8% | -1.9% |
| 30D | +8.2% | +0.1% | +8.2% | +8.2% |
| 3M | +26.3% | +1.2% | +25.1% | +25.1% |
| 6M | +2.2% | -3.9% | +6.2% | +3.1% |
| YTD | -10.4% | +17.5% | -27.9% | -18.0% |
| 1Y | -3.0% | +22.6% | -25.6% | -13.3% |
| 3Y | +120.3% | +116.3% | +4.0% | +41.3% |
| All | +45.2% | +151.9% | -106.7% | -24.6% |
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 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