+26.6%
KMI vs FCUV
-98.1%
+124.7%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -7.5% | +3.4% | -4.1% |
| 7D | -5.2% | -8.6% | +3.3% | -5.2% |
| 30D | +1.2% | -25.9% | +27.2% | +1.3% |
| 3M | +1.3% | -69.8% | +71.1% | +1.4% |
| 6M | -1.1% | -31.6% | +30.5% | -2.4% |
| YTD | +19.0% | -90.1% | +109.1% | +18.7% |
| 1Y | +26.6% | -98.0% | +124.6% | +29.3% |
| All | +26.6% | -98.1% | +124.7% | +29.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FCUV.
Daily Out/Under-Performance
Portfolio return minus FCUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCUV 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 FCUV 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