+129.5%
KMI vs UUUU
+465.5%
-336.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.0% | +4.7% | +0.3% |
| 7D | -1.7% | -10.5% | +8.8% | -0.6% |
| 30D | -2.7% | -10.5% | +7.8% | -1.8% |
| 3M | -0.7% | -14.1% | +13.5% | +0.3% |
| 6M | -5.0% | -35.5% | +30.5% | -2.1% |
| YTD | +15.5% | -10.9% | +26.4% | +12.9% |
| 1Y | +16.4% | +3.4% | +13.1% | +9.4% |
| 3Y | +114.2% | +73.1% | +41.0% | +78.7% |
| 5Y | +153.3% | +87.1% | +66.1% | +97.5% |
| All | +129.5% | +465.5% | -336.0% | +29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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