+151.3%
KMI vs UUUU
+88.5%
+62.8%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -6.3% | +4.9% | -0.9% |
| 7D | -2.1% | -5.0% | +3.0% | -1.6% |
| 30D | -1.7% | -7.8% | +6.1% | -1.2% |
| 3M | -1.9% | -0.4% | -1.4% | -2.5% |
| 6M | -4.3% | -32.9% | +28.5% | -2.2% |
| YTD | +15.8% | -6.3% | +22.1% | +12.9% |
| 1Y | +17.6% | +7.9% | +9.7% | +10.6% |
| 3Y | +113.1% | +85.2% | +27.9% | +78.0% |
| All | +151.3% | +88.5% | +62.8% | +98.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling