+75.9%
UBER vs KMI
+149.4%
-73.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.8% | -5.3% | -4.5% |
| 7D | -2.8% | -0.4% | -2.4% | -2.7% |
| 30D | -2.5% | +3.7% | -6.2% | -4.8% |
| 3M | +4.4% | +3.2% | +1.2% | +1.8% |
| 6M | -2.7% | -3.0% | +0.3% | -2.4% |
| YTD | -10.5% | +19.7% | -30.2% | -21.1% |
| 1Y | -22.5% | +25.6% | -48.1% | -33.9% |
| 3Y | +54.8% | +120.2% | -65.4% | -11.0% |
| 5Y | +82.5% | +160.5% | -78.0% | -9.4% |
| All | +75.9% | +149.4% | -73.5% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling