+129.5%
KMI vs DINO
+492.4%
-362.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | -1.7% | +2.3% | -4.0% | -2.4% |
| 30D | -2.7% | +22.6% | -25.4% | -8.4% |
| 3M | -0.7% | +55.2% | -55.9% | -13.1% |
| 6M | -5.0% | +93.8% | -98.7% | -22.6% |
| YTD | +15.5% | +139.5% | -124.0% | -12.4% |
| 1Y | +16.4% | +115.3% | -98.9% | -9.2% |
| 3Y | +114.2% | +98.8% | +15.4% | +65.9% |
| 5Y | +153.3% | +333.5% | -180.2% | +46.4% |
| All | +129.5% | +492.4% | -362.9% | +10.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling