+923.3%
NXPI vs KMI
+107.5%
+815.8%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +1.6% |
| 7D | +1.9% | -0.5% | +2.4% | +2.1% |
| 30D | -1.4% | +0.9% | -2.3% | -2.1% |
| 3M | -29.1% | 0.0% | -29.0% | -29.5% |
| 6M | +6.2% | -5.7% | +11.9% | +8.1% |
| YTD | +5.9% | +17.5% | -11.6% | -3.6% |
| 1Y | +2.9% | +22.3% | -19.4% | -8.4% |
| 3Y | +14.5% | +111.9% | -97.4% | -24.2% |
| 5Y | +17.1% | +151.8% | -134.8% | -29.7% |
| 10Y | +193.4% | +138.7% | +54.7% | +69.9% |
| All | +923.3% | +107.5% | +815.8% | +446.3% |
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