+160.5%
KMI vs UAL
+131.8%
+28.7%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.8% | +4.7% | +2.1% |
| 7D | -0.4% | +3.5% | -3.8% | -0.7% |
| 30D | +3.7% | -16.5% | +20.1% | +5.3% |
| 3M | +3.2% | +2.8% | +0.4% | +2.5% |
| 6M | -3.0% | +17.6% | -20.5% | -5.5% |
| YTD | +19.7% | -3.2% | +22.9% | +18.8% |
| 1Y | +25.6% | +0.4% | +25.2% | +23.7% |
| 3Y | +120.2% | +128.2% | -7.9% | +88.9% |
| 5Y | +160.5% | +137.7% | +22.8% | +117.7% |
| All | +160.5% | +131.8% | +28.7% | +117.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling