+114.2%
KMI vs JBLU
-15.7%
+129.9%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.3% |
| 7D | -1.7% | -5.0% | +3.2% | -1.6% |
| 30D | -2.7% | -23.9% | +21.1% | -2.0% |
| 3M | -0.7% | -11.6% | +11.0% | -0.5% |
| 6M | -5.0% | -0.2% | -4.7% | -5.7% |
| YTD | +15.5% | -3.3% | +18.8% | +14.4% |
| 1Y | +16.4% | -15.4% | +31.8% | +16.0% |
| 3Y | +114.2% | -14.7% | +128.9% | +104.2% |
| All | +114.2% | -15.7% | +129.9% | +104.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling