+111.8%
KMI vs UPRO
+4,861.6%
-4,749.8%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.3% |
| 7D | -0.5% | +0.1% | -0.6% | -0.6% |
| 30D | +0.9% | -0.9% | +1.8% | +1.0% |
| 3M | 0.0% | +1.9% | -2.0% | -1.5% |
| 6M | -5.7% | +33.1% | -38.8% | -14.8% |
| YTD | +17.5% | +31.8% | -14.3% | +6.1% |
| 1Y | +22.3% | +48.3% | -26.0% | +5.9% |
| 3Y | +111.9% | +221.5% | -109.5% | +36.9% |
| 5Y | +151.8% | +136.7% | +15.1% | +63.4% |
| 10Y | +138.7% | +1,179.2% | -1,040.5% | -25.0% |
| All | +111.8% | +4,861.6% | -4,749.8% | -57.9% |
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 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