+150.6%
KMI vs SPXL
+141.8%
+8.8%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.4% | -2.7% | -0.7% |
| 7D | -1.7% | -2.5% | +0.8% | -1.3% |
| 30D | -2.7% | -4.2% | +1.5% | -2.0% |
| 3M | -0.7% | +8.1% | -8.8% | -2.5% |
| 6M | -5.0% | +35.6% | -40.6% | -11.4% |
| YTD | +15.5% | +28.8% | -13.3% | +8.4% |
| 1Y | +16.4% | +39.8% | -23.4% | +7.0% |
| 3Y | +114.2% | +221.4% | -107.2% | +58.7% |
| All | +150.6% | +141.8% | +8.8% | +82.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXL.
Daily Out/Under-Performance
Portfolio return minus SPXL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXL 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 SPXL 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