-28.0%
DHR vs KMI
+151.4%
-179.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.1% |
| 7D | -3.6% | -1.7% | -1.9% | -3.2% |
| 30D | -2.7% | -2.7% | 0.0% | -2.3% |
| 3M | +10.9% | -0.7% | +11.6% | +10.8% |
| 6M | +3.0% | -5.0% | +8.0% | +3.8% |
| YTD | -12.2% | +15.5% | -27.7% | -16.6% |
| 1Y | +3.3% | +16.4% | -13.1% | -2.4% |
| 3Y | -8.2% | +114.2% | -122.4% | -32.4% |
| All | -28.0% | +151.4% | -179.4% | -44.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling