+81.9%
UBER vs KMI
+151.2%
-69.3%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.5% | +3.5% | +2.5% |
| 7D | -4.5% | -2.1% | -2.4% | -3.9% |
| 30D | -7.6% | -1.7% | -5.9% | -7.3% |
| 3M | +5.8% | -1.9% | +7.6% | +5.9% |
| 6M | +0.3% | -4.3% | +4.6% | +0.9% |
| YTD | -11.2% | +15.8% | -27.0% | -16.9% |
| 1Y | -23.0% | +17.6% | -40.6% | -28.5% |
| 3Y | +53.6% | +113.1% | -59.5% | +8.1% |
| 5Y | +81.9% | +154.0% | -72.1% | +19.7% |
| All | +81.9% | +151.2% | -69.3% | +19.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling