+142.0%
KMI vs URI
+1,189.1%
-1,047.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.1% | +4.1% | +2.7% |
| 7D | -5.1% | -6.0% | +0.9% | -3.4% |
| 30D | -3.1% | +4.6% | -7.7% | -4.7% |
| 3M | +0.2% | -2.7% | +2.9% | +0.6% |
| 6M | +1.1% | +18.4% | -17.3% | -5.4% |
| YTD | +17.7% | +37.4% | -19.6% | +2.5% |
| 1Y | +19.6% | +30.4% | -10.8% | +5.8% |
| 3Y | +117.6% | +147.9% | -30.3% | +46.5% |
| 5Y | +143.1% | +202.1% | -59.0% | +45.1% |
| 10Y | +142.0% | +1,182.4% | -1,040.4% | -23.6% |
| All | +142.0% | +1,189.1% | -1,047.0% | -23.6% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 10y: compounded portfolio wealth divided by compounded URI 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…
10y analysis · Full analysis span regression · 6 months rolling