+4,404.4%
DELL vs KMI
+136.8%
+4,267.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -0.3% | +12.3% | +12.1% |
| 7D | +8.2% | -1.7% | +10.0% | +9.1% |
| 30D | +17.1% | -2.7% | +19.8% | +18.4% |
| 3M | +45.2% | -0.7% | +45.8% | +45.0% |
| 6M | +286.8% | -5.0% | +291.7% | +290.3% |
| YTD | +354.8% | +15.5% | +339.3% | +317.6% |
| 1Y | +358.3% | +16.4% | +341.8% | +317.9% |
| 3Y | +724.9% | +114.2% | +610.7% | +462.6% |
| 5Y | +1,193.7% | +153.3% | +1,040.4% | +710.2% |
| All | +4,404.4% | +136.8% | +4,267.6% | +2,599.4% |
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