+31.6%
HPQ vs KMI
+17.6%
+14.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | -0.3% | +8.7% | +8.4% |
| 7D | +9.8% | -1.7% | +11.5% | +9.6% |
| 30D | +22.4% | -2.7% | +25.1% | +22.1% |
| 3M | +45.2% | -0.7% | +45.8% | +45.0% |
| 6M | +96.4% | -5.0% | +101.4% | +97.5% |
| YTD | +65.4% | +15.5% | +49.9% | +63.1% |
| 1Y | +31.6% | +16.4% | +15.1% | +29.4% |
| All | +31.6% | +17.6% | +14.0% | +29.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling