+875.7%
NVDA vs KMI
+151.2%
+724.6%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.5% | -0.8% | -1.6% |
| 7D | -4.3% | -2.1% | -2.3% | -3.4% |
| 30D | +0.5% | -1.7% | +2.2% | +1.0% |
| 3M | +9.1% | -1.9% | +11.0% | +9.4% |
| 6M | +18.5% | -4.3% | +22.8% | +19.6% |
| YTD | +17.4% | +15.8% | +1.6% | +6.5% |
| 1Y | +23.4% | +17.6% | +5.9% | +10.6% |
| 3Y | +380.6% | +113.1% | +267.5% | +220.3% |
| 5Y | +875.7% | +154.0% | +721.7% | +488.7% |
| All | +875.7% | +151.2% | +724.6% | +488.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling