+150.1%
KMI vs DECK
+885.7%
-735.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.5% | -2.7% | -4.0% |
| 7D | -10.3% | +6.0% | -16.4% | -11.3% |
| 30D | -5.3% | +7.4% | -12.7% | -6.6% |
| 3M | -2.1% | -11.7% | +9.5% | -0.4% |
| 6M | -4.8% | -11.0% | +6.2% | -3.8% |
| YTD | +14.0% | -15.4% | +29.3% | +15.3% |
| 1Y | +20.9% | +7.2% | +13.6% | +16.8% |
| 3Y | +105.3% | -11.8% | +117.1% | +93.3% |
| 5Y | +131.8% | +24.3% | +107.5% | +95.4% |
| All | +150.1% | +885.7% | -735.6% | +38.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DECK.
Daily Out/Under-Performance
Portfolio return minus DECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DECK 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 DECK 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