+120.2%
KMI vs DRI
+56.7%
+63.5%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.8% | +3.7% | +2.1% |
| 7D | -0.4% | -1.2% | +0.9% | -0.2% |
| 30D | +3.7% | -0.4% | +4.1% | +3.6% |
| 3M | +3.2% | +9.5% | -6.4% | +1.8% |
| 6M | -3.0% | +6.5% | -9.4% | -4.0% |
| YTD | +19.7% | +18.4% | +1.2% | +15.8% |
| 1Y | +25.6% | +4.2% | +21.4% | +24.6% |
| 3Y | +120.2% | +57.1% | +63.1% | +99.5% |
| All | +120.2% | +56.7% | +63.5% | +99.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 3y: compounded portfolio wealth divided by compounded DRI 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…
3y analysis · Full analysis span regression · 6 months rolling