+887.9%
DHR vs KMI
+111.3%
+776.6%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.8% | -3.0% | -1.6% |
| 7D | -0.8% | -0.4% | -0.4% | -0.8% |
| 30D | +0.2% | +3.7% | -3.4% | -0.7% |
| 3M | +12.1% | +3.2% | +8.9% | +11.0% |
| 6M | +5.4% | -3.0% | +8.4% | +5.7% |
| YTD | -10.0% | +19.7% | -29.6% | -14.2% |
| 1Y | +4.1% | +25.6% | -21.5% | -2.2% |
| 3Y | -5.2% | +120.2% | -125.4% | -22.9% |
| 5Y | -28.2% | +160.5% | -188.7% | -44.0% |
| 10Y | +208.4% | +134.8% | +73.6% | +135.8% |
| All | +887.9% | +111.3% | +776.6% | +616.9% |
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 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