+992.6%
HOOD vs KMI
+121.9%
+870.6%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.8% | -5.8% | -5.0% |
| 7D | +13.4% | -0.4% | +13.7% | +13.4% |
| 30D | +25.8% | +3.7% | +22.1% | +21.8% |
| 3M | +38.0% | +3.2% | +34.8% | +32.5% |
| 6M | +52.2% | -3.0% | +55.2% | +51.9% |
| YTD | +3.7% | +19.7% | -15.9% | -14.8% |
| 1Y | +0.1% | +25.6% | -25.6% | -22.3% |
| 3Y | +992.6% | +120.2% | +872.3% | +519.3% |
| All | +992.6% | +121.9% | +870.6% | +519.3% |
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