+130.2%
KMI vs DAR
+375.1%
-244.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.7% | +0.2% | -1.0% |
| 7D | -2.1% | +0.9% | -3.0% | -2.3% |
| 30D | -1.7% | +6.4% | -8.1% | -3.6% |
| 3M | -1.9% | +13.2% | -15.1% | -5.9% |
| 6M | -4.3% | +26.2% | -30.5% | -11.6% |
| YTD | +15.8% | +84.4% | -68.6% | -5.0% |
| 1Y | +17.6% | +112.0% | -94.5% | -8.8% |
| 3Y | +113.1% | +13.4% | +99.8% | +94.3% |
| 5Y | +154.0% | -6.0% | +160.0% | +136.3% |
| All | +130.2% | +375.1% | -244.9% | -1.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling