+137.0%
HPQ vs KMI
+107.5%
+29.4%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.8% | +6.7% | +5.7% |
| 7D | +2.2% | -1.8% | +4.0% | +2.9% |
| 30D | +9.7% | +0.1% | +9.7% | +9.5% |
| 3M | +32.7% | +1.2% | +31.6% | +31.6% |
| 6M | +77.7% | -3.9% | +81.6% | +79.2% |
| YTD | +51.0% | +17.5% | +33.5% | +39.1% |
| 1Y | +18.4% | +22.6% | -4.2% | +6.8% |
| 3Y | +25.6% | +116.3% | -90.7% | -13.8% |
| 5Y | +38.6% | +157.6% | -119.0% | -12.2% |
| 10Y | +226.1% | +136.6% | +89.6% | +103.0% |
| All | +137.0% | +107.5% | +29.4% | +35.4% |
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 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