+34.7%
NXPI vs KMI
+148.3%
-113.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.7% |
| 7D | +6.8% | +6.5% | +0.2% | +4.5% |
| 30D | +20.0% | -3.4% | +23.5% | +21.3% |
| 3M | +14.8% | +0.4% | +14.4% | +14.3% |
| 6M | -10.5% | -0.9% | -9.5% | -10.9% |
| YTD | +23.7% | +20.5% | +3.2% | +12.9% |
| 1Y | +34.1% | +23.2% | +10.9% | +20.9% |
| 3Y | +51.2% | +121.6% | -70.4% | -2.3% |
| All | +34.7% | +148.3% | -113.6% | -16.4% |
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