+710.2%
KGC vs UPRO
+1,162.5%
-452.4%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.4% | +1.7% | +0.5% |
| 7D | -0.1% | -1.3% | +1.2% | +0.2% |
| 30D | +10.5% | -5.0% | +15.5% | +11.5% |
| 3M | +19.8% | +7.5% | +12.3% | +18.3% |
| 6M | -6.7% | +33.2% | -39.9% | -10.9% |
| YTD | +7.8% | +27.7% | -19.9% | +3.5% |
| 1Y | +35.7% | +43.0% | -7.4% | +27.9% |
| 3Y | +553.7% | +224.4% | +329.3% | +430.6% |
| 5Y | +461.7% | +135.9% | +325.8% | +356.1% |
| 10Y | +710.2% | +1,232.5% | -522.3% | +422.9% |
| All | +710.2% | +1,162.5% | -452.4% | +422.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UPRO.
Daily Out/Under-Performance
Portfolio return minus UPRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPRO 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 10y: compounded portfolio wealth divided by compounded UPRO 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…
10y analysis · Full analysis span regression · 6 months rolling