+72.4%
UBER vs KMI
+140.7%
-68.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.1% |
| 7D | -5.4% | -1.7% | -3.7% | -4.5% |
| 30D | -4.9% | -2.7% | -2.2% | -3.8% |
| 3M | +3.0% | -0.7% | +3.7% | +2.7% |
| 6M | -4.4% | -5.0% | +0.6% | -3.1% |
| YTD | -12.3% | +15.5% | -27.8% | -21.2% |
| 1Y | -24.3% | +16.4% | -40.7% | -32.5% |
| 3Y | +46.4% | +114.2% | -67.7% | -14.6% |
| 5Y | +79.7% | +153.3% | -73.6% | -9.6% |
| All | +72.4% | +140.7% | -68.3% | -27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI 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 KMI 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