+228.4%
UNH vs KMI
+136.8%
+91.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.1% | -2.3% |
| 7D | -4.5% | -1.7% | -2.8% | -4.0% |
| 30D | -6.5% | -2.7% | -3.8% | -5.8% |
| 3M | -6.0% | -0.7% | -5.3% | -5.9% |
| 6M | +33.7% | -5.0% | +38.6% | +35.3% |
| YTD | +16.4% | +15.5% | +0.9% | +10.6% |
| 1Y | +10.1% | +16.4% | -6.4% | +4.2% |
| 3Y | -16.3% | +114.2% | -130.5% | -37.7% |
| 5Y | +2.1% | +153.3% | -151.1% | -29.9% |
| All | +228.4% | +136.8% | +91.6% | +112.8% |
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