+135.9%
HL vs KMI
+107.5%
+28.3%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.8% | +3.7% | +2.8% |
| 7D | +0.4% | -1.8% | +2.1% | +1.2% |
| 30D | +18.8% | +0.1% | +18.8% | +18.2% |
| 3M | +43.7% | +1.2% | +42.6% | +41.2% |
| 6M | -1.0% | -3.9% | +2.9% | -0.7% |
| YTD | +8.7% | +17.5% | -8.8% | -2.1% |
| 1Y | +105.0% | +22.6% | +82.4% | +80.4% |
| 3Y | +427.3% | +116.3% | +311.0% | +239.4% |
| 5Y | +249.3% | +157.6% | +91.7% | +109.3% |
| 10Y | +284.2% | +136.6% | +147.6% | +130.7% |
| All | +135.9% | +107.5% | +28.3% | +45.2% |
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