-55.9%
HUBS vs KMI
+21.4%
-77.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -4.2% | -1.2% | -6.4% |
| 7D | -14.4% | -10.3% | -4.1% | -17.2% |
| 30D | -5.6% | -5.3% | -0.3% | -6.8% |
| 3M | -18.1% | -2.1% | -16.0% | -18.1% |
| 6M | -16.7% | -4.8% | -11.9% | -16.8% |
| YTD | -48.9% | +14.0% | -62.9% | -44.0% |
| 1Y | -55.9% | +20.9% | -76.8% | -51.8% |
| All | -55.9% | +21.4% | -77.3% | -51.8% |
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