+250.7%
HOOD vs KMI
+132.9%
+117.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.7% |
| 7D | +17.1% | -0.5% | +17.6% | +17.4% |
| 30D | +31.6% | +0.9% | +30.7% | +29.5% |
| 3M | +38.2% | 0.0% | +38.3% | +35.6% |
| 6M | +48.5% | -5.7% | +54.2% | +51.0% |
| YTD | +8.0% | +17.5% | -9.5% | -9.0% |
| 1Y | +18.7% | +22.3% | -3.6% | -4.2% |
| 3Y | +999.1% | +111.9% | +887.2% | +496.1% |
| 5Y | +181.7% | +151.8% | +29.8% | +36.0% |
| All | +250.7% | +132.9% | +117.8% | +71.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling