+22.9%
NVDL vs KMI
-5.0%
+27.9%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.5% | -3.2% | -5.6% |
| 7D | -8.7% | -2.1% | -6.6% | -9.9% |
| 30D | -1.3% | -1.7% | +0.4% | -2.0% |
| 3M | +11.4% | -1.9% | +13.2% | +11.4% |
| 6M | +22.9% | -4.3% | +27.2% | +26.5% |
| All | +22.9% | -5.0% | +27.9% | +26.5% |
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