+62.1%
DAL vs KMI
+26.0%
+36.1%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | -4.1% | +11.3% | +5.4% |
| 7D | +11.1% | -5.2% | +16.3% | +8.8% |
| 30D | +7.7% | +1.2% | +6.5% | +8.1% |
| 3M | -3.5% | +1.3% | -4.9% | -2.8% |
| 6M | +31.3% | -1.1% | +32.5% | +30.8% |
| YTD | +30.0% | +19.0% | +11.0% | +35.0% |
| 1Y | +62.1% | +26.6% | +35.5% | +66.4% |
| All | +62.1% | +26.0% | +36.1% | +66.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI 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 1y: compounded portfolio wealth divided by compounded KMI 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…
1y analysis · Full analysis span regression · 6 months rolling