+157.6%
KMI vs UPRO
+133.2%
+24.4%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.4% | -0.4% | -1.5% |
| 7D | -1.8% | -1.3% | -0.4% | -1.5% |
| 30D | +0.1% | -5.0% | +5.1% | +0.9% |
| 3M | +1.2% | +7.5% | -6.3% | -0.7% |
| 6M | -3.9% | +33.2% | -37.1% | -10.1% |
| YTD | +17.5% | +27.7% | -10.2% | +10.6% |
| 1Y | +22.6% | +43.0% | -20.4% | +12.2% |
| 3Y | +116.3% | +224.4% | -108.1% | +60.0% |
| 5Y | +157.6% | +135.9% | +21.7% | +89.5% |
| All | +157.6% | +133.2% | +24.4% | +89.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling