+111.9%
KMI vs DINO
+637.0%
-525.1%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.7% |
| 7D | -1.8% | +2.0% | -3.7% | -2.3% |
| 30D | +0.1% | +27.7% | -27.6% | -6.4% |
| 3M | +1.2% | +56.3% | -55.1% | -10.8% |
| 6M | -3.9% | +107.6% | -111.5% | -22.1% |
| YTD | +17.5% | +140.2% | -122.7% | -9.1% |
| 1Y | +22.6% | +113.0% | -90.3% | -2.3% |
| 3Y | +116.3% | +100.1% | +16.2% | +70.4% |
| 5Y | +157.6% | +328.7% | -171.1% | +57.7% |
| 10Y | +136.6% | +489.2% | -352.6% | +22.1% |
| All | +111.9% | +637.0% | -525.1% | +5.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling