+128.1%
DAL vs KMI
+151.5%
-23.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +2.0% | +3.2% | +4.1% |
| 7D | +10.0% | -6.5% | +16.6% | +14.3% |
| 30D | +12.0% | -5.1% | +17.1% | +14.7% |
| 3M | +0.8% | 0.0% | +0.8% | -0.4% |
| 6M | +26.2% | -0.9% | +27.1% | +23.9% |
| YTD | +33.7% | +15.4% | +18.3% | +17.9% |
| 1Y | +57.6% | +19.5% | +38.1% | +35.4% |
| 3Y | +183.5% | +116.3% | +67.2% | +58.9% |
| 5Y | +114.2% | +136.6% | -22.4% | +10.4% |
| 10Y | +128.1% | +139.6% | -11.4% | +6.7% |
| All | +128.1% | +151.5% | -23.4% | +6.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling