-16.3%
UNH vs KMI
+111.5%
-127.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.1% | -2.3% |
| 7D | -4.5% | -1.7% | -2.8% | -4.4% |
| 30D | -6.5% | -2.7% | -3.8% | -6.3% |
| 3M | -6.0% | -0.7% | -5.3% | -5.9% |
| 6M | +33.7% | -5.0% | +38.6% | +34.1% |
| YTD | +16.4% | +15.5% | +0.9% | +15.5% |
| 1Y | +10.1% | +16.4% | -6.4% | +9.2% |
| 3Y | -16.3% | +114.2% | -130.5% | -24.3% |
| All | -16.3% | +111.5% | -127.8% | -24.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling