+117.6%
KMI vs DAR
+20.8%
+96.8%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.8% | +3.9% | +2.2% |
| 7D | -5.1% | -3.8% | -1.3% | -4.7% |
| 30D | -3.1% | -14.4% | +11.3% | -1.5% |
| 3M | +0.2% | -17.9% | +18.2% | +2.4% |
| 6M | +1.1% | -18.3% | +19.4% | +3.2% |
| YTD | +17.7% | +43.2% | -25.5% | +13.7% |
| 1Y | +19.6% | +57.7% | -38.1% | +14.3% |
| 3Y | +117.6% | +22.7% | +94.9% | +109.5% |
| All | +117.6% | +20.8% | +96.8% | +109.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling