+26.6%
KMI vs DINO
+105.4%
-78.8%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -7.8% | +3.6% | -3.1% |
| 7D | -5.2% | -6.6% | +1.4% | -4.4% |
| 30D | +1.2% | -9.2% | +10.5% | +2.4% |
| 3M | +1.3% | +19.2% | -17.9% | -0.5% |
| 6M | -1.1% | +47.6% | -48.7% | -5.1% |
| YTD | +19.0% | +132.2% | -113.3% | +4.6% |
| 1Y | +26.6% | +102.0% | -75.4% | +16.0% |
| All | +26.6% | +105.4% | -78.8% | +16.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 1y: compounded portfolio wealth divided by compounded DINO 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…
1y analysis · Full analysis span regression · 6 months rolling