+117.2%
KMI vs UPRO
+4,432.5%
-4,315.2%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +1.0% | +0.1% |
| 7D | +6.5% | +7.4% | -0.9% | +4.3% |
| 30D | -3.4% | -7.9% | +4.4% | -1.7% |
| 3M | +0.4% | -12.0% | +12.4% | +3.3% |
| 6M | -0.9% | -2.0% | +1.0% | -2.1% |
| YTD | +20.5% | +20.4% | +0.1% | +10.9% |
| 1Y | +23.2% | +24.5% | -1.3% | +11.9% |
| 3Y | +121.6% | +224.4% | -102.8% | +42.1% |
| 5Y | +149.1% | +97.6% | +51.5% | +70.3% |
| 10Y | +158.3% | +1,097.3% | -939.1% | -17.8% |
| All | +117.2% | +4,432.5% | -4,315.2% | -56.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling