+131.0%
HOOD vs KMI
+149.2%
-18.2%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.3% | -5.1% | -4.7% |
| 7D | +3.8% | +6.0% | -2.3% | -0.5% |
| 30D | -26.4% | -3.4% | -23.0% | -24.8% |
| 3M | -14.3% | +1.8% | -16.1% | -16.4% |
| 6M | +3.9% | +0.4% | +3.5% | +0.7% |
| YTD | -28.1% | +20.8% | -48.9% | -41.3% |
| 1Y | -38.8% | +23.0% | -61.8% | -51.0% |
| 3Y | +888.5% | +123.3% | +765.1% | +390.1% |
| 5Y | +131.0% | +149.8% | -18.7% | +1.0% |
| All | +131.0% | +149.2% | -18.2% | +1.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling