+20.9%
KMI vs DAR
+55.8%
-34.9%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -3.1% | -1.2% | -3.7% |
| 7D | -10.3% | -8.1% | -2.3% | -9.0% |
| 30D | -5.3% | -17.1% | +11.8% | -2.4% |
| 3M | -2.1% | -12.3% | +10.2% | +0.3% |
| 6M | -4.8% | -21.8% | +17.0% | -0.8% |
| YTD | +14.0% | +40.8% | -26.9% | +10.8% |
| 1Y | +20.9% | +57.4% | -36.5% | +17.0% |
| All | +20.9% | +55.8% | -34.9% | +17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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