+223.3%
HOOD vs KMI
+128.9%
+94.4%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.5% |
| 7D | -7.8% | -1.7% | -6.1% | -6.8% |
| 30D | +18.6% | -2.7% | +21.3% | +19.8% |
| 3M | +22.1% | -0.7% | +22.7% | +20.2% |
| 6M | +43.1% | -5.0% | +48.0% | +44.1% |
| YTD | -0.5% | +15.5% | -15.9% | -15.2% |
| 1Y | -4.4% | +16.4% | -20.8% | -19.6% |
| 3Y | +938.5% | +114.2% | +824.3% | +457.9% |
| 5Y | +173.4% | +153.3% | +20.2% | +33.1% |
| All | +223.3% | +128.9% | +94.4% | +59.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling