+649.9%
NVDL vs KMI
+111.5%
+538.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | 0.0% |
| 7D | -10.3% | -1.7% | -8.6% | -9.4% |
| 30D | -7.1% | -2.7% | -4.4% | -5.9% |
| 3M | +6.6% | -0.7% | +7.3% | +5.7% |
| 6M | +21.1% | -5.0% | +26.0% | +22.6% |
| YTD | +15.2% | +15.5% | -0.3% | -3.0% |
| 1Y | +18.8% | +16.4% | +2.4% | -1.6% |
| 3Y | +649.9% | +114.2% | +535.7% | +690.1% |
| All | +649.9% | +111.5% | +538.4% | +690.1% |
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 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