+26.6%
KMI vs UAL
+22.8%
+3.7%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +8.0% | -12.1% | -3.2% |
| 7D | -5.2% | +11.9% | -17.2% | -4.0% |
| 30D | +1.2% | +5.2% | -4.0% | +2.2% |
| 3M | +1.3% | -12.7% | +14.1% | +0.6% |
| 6M | -1.1% | +28.5% | -29.7% | +1.6% |
| YTD | +19.0% | +3.5% | +15.5% | +20.9% |
| 1Y | +26.6% | +27.5% | -1.0% | +28.5% |
| All | +26.6% | +22.8% | +3.7% | +28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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