+2,494.8%
NVDL vs KMI
+107.6%
+2,387.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.5% | -3.2% | -3.8% |
| 7D | -8.7% | -2.1% | -6.6% | -7.6% |
| 30D | -1.3% | -1.7% | +0.4% | -0.8% |
| 3M | +11.4% | -1.9% | +13.2% | +11.5% |
| 6M | +22.9% | -4.3% | +27.2% | +23.9% |
| YTD | +15.4% | +15.8% | -0.4% | -0.9% |
| 1Y | +18.8% | +17.6% | +1.2% | 0.0% |
| 3Y | +641.4% | +113.1% | +528.3% | +564.5% |
| All | +2,494.8% | +107.6% | +2,387.2% | +2,382.5% |
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 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