+103.9%
KMI vs UAL
+328.7%
-224.8%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.0% | -2.8% | -1.2% |
| 7D | -10.8% | +8.2% | -18.9% | -12.3% |
| 30D | -5.0% | +2.3% | -7.3% | -5.8% |
| 3M | -3.4% | -12.7% | +9.3% | -1.4% |
| 6M | -3.4% | +12.7% | -16.1% | -7.2% |
| YTD | +13.1% | +0.8% | +12.3% | +9.7% |
| 1Y | +19.0% | +17.8% | +1.2% | +11.4% |
| 3Y | +106.1% | +206.7% | -100.6% | +47.9% |
| 5Y | +130.1% | +113.9% | +16.2% | +70.8% |
| 10Y | +151.9% | +97.0% | +54.9% | +67.4% |
| All | +103.9% | +328.7% | -224.8% | +11.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling