-3.6%
HAL vs KMI
+110.6%
-114.2%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.3% | +2.1% | +2.3% |
| 7D | -0.2% | +0.2% | -0.4% | -0.5% |
| 30D | +1.0% | -3.7% | +4.7% | +4.1% |
| 3M | -2.1% | +1.2% | -3.4% | -3.8% |
| 6M | -17.5% | -0.3% | -17.2% | -18.0% |
| YTD | +18.1% | +19.2% | -1.1% | 0.0% |
| 1Y | +19.7% | +21.7% | -1.9% | -0.5% |
| 3Y | -7.9% | +120.4% | -128.3% | -56.1% |
| 5Y | +53.1% | +144.9% | -91.8% | -30.2% |
| 10Y | -16.8% | +155.6% | -172.4% | -59.8% |
| All | -3.6% | +110.6% | -114.2% | -55.9% |
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