+103.9%
KMI vs DAR
+244.0%
-140.1%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.2% | -0.5% |
| 7D | -10.8% | -9.9% | -0.8% | -7.9% |
| 30D | -5.0% | -16.4% | +11.4% | +0.1% |
| 3M | -3.4% | -17.1% | +13.7% | +1.8% |
| 6M | -3.4% | -20.5% | +17.1% | +2.7% |
| YTD | +13.1% | +39.4% | -26.3% | +1.0% |
| 1Y | +19.0% | +57.2% | -38.2% | +2.1% |
| 3Y | +106.1% | +13.9% | +92.3% | +84.3% |
| 5Y | +130.1% | -40.8% | +170.9% | +147.5% |
| 10Y | +151.9% | +276.2% | -124.3% | +31.7% |
| All | +103.9% | +244.0% | -140.1% | +2.8% |
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