-4.5%
DASH vs KMI
+186.4%
-190.9%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.0% | -1.3% | +0.1% |
| 7D | -4.8% | -6.5% | +1.7% | -2.9% |
| 30D | -7.9% | -5.1% | -2.8% | -6.8% |
| 3M | -16.3% | 0.0% | -16.3% | -16.8% |
| 6M | +10.4% | -0.9% | +11.3% | +9.3% |
| YTD | -20.1% | +15.4% | -35.5% | -25.9% |
| 1Y | -11.4% | +19.5% | -30.9% | -19.1% |
| 3Y | +114.1% | +116.3% | -2.2% | +53.7% |
| 5Y | -5.8% | +136.6% | -142.3% | -32.1% |
| All | -4.5% | +186.4% | -190.9% | -39.4% |
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 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