+22.3%
KMI vs DINO
+111.1%
-88.8%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.6% |
| 7D | -0.5% | +5.7% | -6.2% | -1.0% |
| 30D | +0.9% | +27.8% | -26.9% | -1.2% |
| 3M | 0.0% | +45.6% | -45.7% | -3.3% |
| 6M | -5.7% | +88.5% | -94.2% | -10.8% |
| YTD | +17.5% | +134.1% | -116.6% | +7.8% |
| 1Y | +22.3% | +111.1% | -88.8% | +13.5% |
| All | +22.3% | +111.1% | -88.8% | +13.5% |
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