+154.7%
KMI vs DECK
+25.5%
+129.1%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.2% | -0.7% |
| 7D | -0.5% | -2.2% | +1.7% | -0.4% |
| 30D | +0.9% | -13.6% | +14.5% | +1.9% |
| 3M | 0.0% | -21.2% | +21.2% | +1.6% |
| 6M | -5.7% | -21.1% | +15.4% | -4.4% |
| YTD | +17.5% | -17.2% | +34.7% | +18.4% |
| 1Y | +22.3% | -30.7% | +53.0% | +24.8% |
| 3Y | +111.9% | -3.4% | +115.3% | +105.2% |
| All | +154.7% | +25.5% | +129.1% | +133.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling