+76.0%
HPQ vs KMI
-4.9%
+80.9%
-24.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.8% | +5.7% | +3.7% |
| 7D | +1.3% | -1.8% | +3.0% | +1.1% |
| 30D | +8.7% | +0.1% | +8.6% | +8.8% |
| 3M | +31.5% | +1.2% | +30.3% | +32.0% |
| 6M | +76.0% | -3.9% | +79.9% | +82.6% |
| All | +76.0% | -4.9% | +80.9% | +82.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling