+228.7%
HL vs KMI
+151.4%
+77.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.0% |
| 7D | -4.4% | -1.7% | -2.6% | -3.3% |
| 30D | +9.3% | -2.7% | +12.0% | +10.5% |
| 3M | +32.0% | -0.7% | +32.7% | +30.5% |
| 6M | -6.4% | -5.0% | -1.5% | -5.5% |
| YTD | +3.1% | +15.5% | -12.3% | -10.4% |
| 1Y | +77.6% | +16.4% | +61.1% | +52.9% |
| 3Y | +392.8% | +114.2% | +278.7% | +130.0% |
| All | +228.7% | +151.4% | +77.3% | +40.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling