+111.9%
KMI vs UUUU
-80.1%
+192.0%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.7% |
| 7D | -1.8% | +1.8% | -3.6% | -1.9% |
| 30D | +0.1% | +1.8% | -1.8% | -0.3% |
| 3M | +1.2% | +1.3% | -0.1% | +0.3% |
| 6M | -3.9% | -26.8% | +22.9% | -2.5% |
| YTD | +17.5% | +0.1% | +17.5% | +14.1% |
| 1Y | +22.6% | +11.2% | +11.4% | +15.9% |
| 3Y | +116.3% | +97.7% | +18.6% | +84.3% |
| 5Y | +157.6% | +127.3% | +30.3% | +107.3% |
| 10Y | +136.6% | +532.6% | -396.0% | +53.4% |
| All | +111.9% | -80.1% | +192.0% | +48.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling