+93.0%
HUT vs KMI
+161.9%
-69.0%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.8% | +4.5% | +4.5% |
| 7D | +28.3% | -0.4% | +28.6% | +28.6% |
| 30D | +12.3% | +3.7% | +8.6% | +7.2% |
| 3M | -16.8% | +3.2% | -20.0% | -21.2% |
| 6M | +111.4% | -3.0% | +114.4% | +110.2% |
| YTD | +116.6% | +19.7% | +96.9% | +65.9% |
| 1Y | +290.5% | +25.6% | +264.8% | +182.3% |
| 3Y | +792.3% | +120.2% | +672.1% | +229.4% |
| All | +93.0% | +161.9% | -69.0% | -34.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling