+210.0%
NXPI vs KMI
+137.5%
+72.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.5% | +2.9% | +2.1% |
| 7D | +0.7% | -2.1% | +2.7% | +1.6% |
| 30D | -4.2% | -1.7% | -2.5% | -3.6% |
| 3M | -20.4% | -1.9% | -18.5% | -20.2% |
| 6M | +12.5% | -4.3% | +16.8% | +13.6% |
| YTD | +5.2% | +15.8% | -10.6% | -4.0% |
| 1Y | +5.1% | +17.6% | -12.5% | -5.2% |
| 3Y | +17.7% | +113.1% | -95.4% | -24.8% |
| 5Y | +16.8% | +154.0% | -137.2% | -33.1% |
| All | +210.0% | +137.5% | +72.5% | +66.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling