+150.6%
KMI vs DINO
+326.7%
-176.1%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | -1.7% | +2.3% | -4.0% | -2.2% |
| 30D | -2.7% | +22.6% | -25.4% | -7.1% |
| 3M | -0.7% | +55.2% | -55.9% | -10.3% |
| 6M | -5.0% | +93.8% | -98.7% | -18.8% |
| YTD | +15.5% | +139.5% | -124.0% | -6.8% |
| 1Y | +16.4% | +115.3% | -98.9% | -3.9% |
| 3Y | +114.2% | +98.8% | +15.4% | +76.4% |
| All | +150.6% | +326.7% | -176.1% | +66.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling