-1.1%
HAL vs KMI
+112.8%
-113.9%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.3% | +3.4% | +3.4% |
| 7D | +6.1% | +6.5% | -0.4% | +0.4% |
| 30D | +2.9% | -3.4% | +6.3% | +5.8% |
| 3M | +3.3% | +0.4% | +3.0% | +2.3% |
| 6M | -16.9% | -0.9% | -16.0% | -17.0% |
| YTD | +21.2% | +20.5% | +0.7% | +1.6% |
| 1Y | +27.5% | +23.2% | +4.4% | +4.8% |
| 3Y | -6.4% | +121.6% | -128.1% | -55.6% |
| 5Y | +58.0% | +149.1% | -91.1% | -29.0% |
| 10Y | -14.6% | +158.3% | -172.9% | -59.1% |
| All | -1.1% | +112.8% | -113.9% | -55.2% |
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