+4,782.6%
DELL vs KMI
+141.1%
+4,641.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.8% | +2.0% | +1.0% |
| 7D | +8.7% | -1.8% | +10.5% | +9.5% |
| 30D | +16.9% | +0.1% | +16.8% | +16.8% |
| 3M | +40.4% | +1.2% | +39.3% | +39.0% |
| 6M | +267.1% | -3.9% | +271.0% | +268.7% |
| YTD | +329.1% | +17.5% | +311.6% | +291.0% |
| 1Y | +346.9% | +22.6% | +324.3% | +297.8% |
| 3Y | +696.6% | +116.3% | +580.3% | +441.1% |
| 5Y | +1,106.2% | +157.6% | +948.6% | +649.8% |
| 10Y | +4,177.7% | +136.6% | +4,041.2% | +2,463.4% |
| All | +4,782.6% | +141.1% | +4,641.4% | +2,799.7% |
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