-58.5%
HUBS vs KMI
+111.5%
-170.0%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.8% |
| 7D | -9.0% | -1.7% | -7.3% | -8.8% |
| 30D | +7.2% | -2.7% | +10.0% | +7.6% |
| 3M | +20.9% | -0.7% | +21.5% | +20.6% |
| 6M | -13.0% | -5.0% | -8.1% | -12.5% |
| YTD | -43.8% | +15.5% | -59.3% | -46.4% |
| 1Y | -54.6% | +16.4% | -71.1% | -56.9% |
| 3Y | -58.5% | +114.2% | -172.6% | -66.3% |
| All | -58.5% | +111.5% | -170.0% | -66.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling