-20.0%
DASH vs KMI
+24.4%
-44.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +1.8% | -7.2% | -4.8% |
| 7D | -11.2% | -0.4% | -10.8% | -11.2% |
| 30D | -7.3% | +3.7% | -11.0% | -6.2% |
| 3M | +31.4% | +3.2% | +28.3% | +32.5% |
| 6M | +11.9% | -3.0% | +14.9% | +12.1% |
| YTD | -11.5% | +19.7% | -31.2% | -10.6% |
| 1Y | -20.0% | +25.6% | -45.6% | -16.9% |
| All | -20.0% | +24.4% | -44.4% | -16.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling