+25.6%
KMI vs UPST
-59.7%
+85.4%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.8% | +5.7% | +1.7% |
| 7D | -0.4% | -1.5% | +1.1% | -0.4% |
| 30D | +3.7% | -13.2% | +16.9% | +3.4% |
| 3M | +3.2% | -13.0% | +16.1% | +2.9% |
| 6M | -3.0% | -2.9% | -0.1% | -3.2% |
| YTD | +19.7% | -38.3% | +58.0% | +19.1% |
| 1Y | +25.6% | -60.5% | +86.1% | +18.9% |
| All | +25.6% | -59.7% | +85.4% | +18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UPST.
Daily Out/Under-Performance
Portfolio return minus UPST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPST 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 UPST 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