+12.1%
HLT vs KMI
+21.6%
-9.4%
-11.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -1.0% |
| 7D | -3.3% | -0.5% | -2.8% | -3.3% |
| 30D | -4.1% | +0.9% | -5.0% | -4.0% |
| 3M | -7.9% | 0.0% | -7.9% | -7.9% |
| 6M | +2.2% | -5.7% | +7.9% | +1.9% |
| YTD | +8.5% | +17.5% | -9.0% | +6.3% |
| 1Y | +12.1% | +22.3% | -10.2% | +10.0% |
| All | +12.1% | +21.6% | -9.4% | +10.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling