+111.8%
KMI vs DAR
+346.8%
-235.0%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.2% | -0.4% |
| 7D | -0.5% | +1.4% | -1.9% | -0.9% |
| 30D | +0.9% | +12.8% | -11.9% | -2.8% |
| 3M | 0.0% | +7.4% | -7.4% | -2.6% |
| 6M | -5.7% | +22.3% | -28.0% | -12.0% |
| YTD | +17.5% | +81.1% | -63.6% | -2.8% |
| 1Y | +22.3% | +106.5% | -84.2% | -3.9% |
| 3Y | +111.9% | +5.3% | +106.6% | +96.6% |
| 5Y | +151.8% | -11.5% | +163.4% | +137.9% |
| 10Y | +138.7% | +353.3% | -214.7% | +18.1% |
| All | +111.8% | +346.8% | -235.0% | -1.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling