+26.6%
KMI vs JBLU
-12.5%
+39.1%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +11.9% | -16.1% | -3.4% |
| 7D | -5.2% | +24.9% | -30.2% | -4.0% |
| 30D | +1.2% | -12.3% | +13.6% | +0.9% |
| 3M | +1.3% | -44.5% | +45.8% | -1.0% |
| 6M | -1.1% | -25.7% | +24.5% | -1.9% |
| YTD | +19.0% | -21.8% | +40.7% | +19.0% |
| 1Y | +26.6% | -12.7% | +39.3% | +24.4% |
| All | +26.6% | -12.5% | +39.1% | +24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JBLU.
Daily Out/Under-Performance
Portfolio return minus JBLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBLU 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 JBLU 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