+111.9%
KMI vs DLTR
+378.2%
-266.3%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.6% | +2.8% | -1.0% |
| 7D | -1.8% | -10.2% | +8.5% | +0.1% |
| 30D | +0.1% | -8.5% | +8.6% | +1.5% |
| 3M | +1.2% | +5.6% | -4.4% | -0.2% |
| 6M | -3.9% | +2.2% | -6.1% | -5.3% |
| YTD | +17.5% | -3.8% | +21.3% | +16.7% |
| 1Y | +22.6% | +22.9% | -0.3% | +15.6% |
| 3Y | +116.3% | +2.0% | +114.2% | +105.7% |
| 5Y | +157.6% | +29.8% | +127.8% | +120.4% |
| 10Y | +136.6% | +45.0% | +91.5% | +85.2% |
| All | +111.9% | +378.2% | -266.3% | +12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 DLTR 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