+878.9%
HOOD vs KMI
+123.3%
+755.6%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.3% | -5.1% | -4.6% |
| 7D | +3.8% | +6.0% | -2.3% | +0.2% |
| 30D | -26.4% | -3.4% | -23.0% | -25.0% |
| 3M | -14.3% | +1.8% | -16.1% | -16.0% |
| 6M | +3.9% | +0.4% | +3.5% | +1.2% |
| YTD | -28.1% | +20.8% | -48.9% | -41.3% |
| 1Y | -38.8% | +23.0% | -61.8% | -51.0% |
| All | +878.9% | +123.3% | +755.6% | +582.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling