+8.5%
HAL vs KMI
+107.5%
-99.0%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | 0.0% |
| 7D | +2.9% | -0.5% | +3.4% | +3.4% |
| 30D | +17.0% | +0.9% | +16.1% | +15.9% |
| 3M | -9.7% | 0.0% | -9.6% | -10.0% |
| 6M | +8.6% | -5.7% | +14.3% | +13.3% |
| YTD | +33.0% | +17.5% | +15.5% | +14.5% |
| 1Y | +68.3% | +22.3% | +46.0% | +39.3% |
| 3Y | +0.1% | +111.9% | -111.8% | -50.4% |
| 5Y | +102.6% | +151.8% | -49.2% | -9.1% |
| 10Y | +3.8% | +138.7% | -134.8% | -47.5% |
| All | +8.5% | +107.5% | -99.0% | -49.5% |
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