+121.6%
KMI vs DAR
+33.7%
+87.9%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -0.4% |
| 7D | +6.5% | +11.6% | -5.0% | +5.2% |
| 30D | -3.4% | -10.2% | +6.8% | -2.4% |
| 3M | +0.4% | -14.8% | +15.2% | +2.0% |
| 6M | -0.9% | -10.1% | +9.1% | 0.0% |
| YTD | +20.5% | +55.5% | -35.0% | +15.2% |
| 1Y | +23.2% | +61.7% | -38.5% | +17.2% |
| 3Y | +121.6% | +37.2% | +84.5% | +108.9% |
| All | +121.6% | +33.7% | +87.9% | +108.9% |
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