+279.2%
HBAN vs KMI
+107.5%
+171.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.8% | +1.0% | +0.1% |
| 7D | -1.5% | -1.8% | +0.3% | -0.7% |
| 30D | -5.5% | +0.1% | -5.6% | -5.7% |
| 3M | -0.2% | +1.2% | -1.4% | -1.2% |
| 6M | +5.2% | -3.9% | +9.1% | +6.3% |
| YTD | -2.3% | +17.5% | -19.8% | -10.9% |
| 1Y | -2.2% | +22.6% | -24.8% | -12.8% |
| 3Y | +73.8% | +116.3% | -42.4% | +16.6% |
| 5Y | +35.2% | +157.6% | -122.4% | -16.9% |
| 10Y | +155.4% | +136.6% | +18.8% | +57.4% |
| All | +279.2% | +107.5% | +171.7% | +109.2% |
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