+115.7%
KMI vs DKS
+399.3%
-283.5%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -4.9% | +6.7% | +2.7% |
| 7D | -0.4% | -0.4% | +0.1% | -0.4% |
| 30D | +3.7% | -36.6% | +40.3% | +11.1% |
| 3M | +3.2% | -37.6% | +40.8% | +10.6% |
| 6M | -3.0% | -32.1% | +29.1% | +2.0% |
| YTD | +19.7% | -32.3% | +52.0% | +25.5% |
| 1Y | +25.6% | -39.5% | +65.1% | +34.1% |
| 3Y | +120.2% | +27.7% | +92.6% | +93.5% |
| 5Y | +160.5% | +15.0% | +145.5% | +122.3% |
| 10Y | +134.8% | +192.6% | -57.8% | +39.2% |
| All | +115.7% | +399.3% | -283.5% | +2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 DKS 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