+173.8%
DAL vs KMI
+102.8%
+71.0%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.8% | +2.9% | +2.3% |
| 7D | +8.8% | -10.8% | +19.6% | +10.9% |
| 30D | +5.4% | -5.0% | +10.4% | +5.9% |
| 3M | -4.9% | -3.4% | -1.6% | -5.0% |
| 6M | +19.8% | -3.4% | +23.2% | +18.8% |
| YTD | +27.0% | +13.1% | +13.9% | +17.6% |
| 1Y | +52.5% | +19.0% | +33.4% | +37.6% |
| 3Y | +173.8% | +106.1% | +67.7% | +93.0% |
| All | +173.8% | +102.8% | +71.0% | +93.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling