-21.3%
HUT vs KMI
+148.3%
-169.6%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.3% | -6.8% | -6.8% |
| 7D | +9.3% | +6.5% | +2.8% | +2.6% |
| 30D | -23.1% | -3.4% | -19.7% | -20.0% |
| 3M | -30.6% | +0.4% | -31.0% | -31.1% |
| 6M | -46.9% | -0.9% | -45.9% | -47.7% |
| YTD | +25.3% | +20.5% | +4.8% | -4.9% |
| 1Y | +59.8% | +23.2% | +36.6% | +18.7% |
| 3Y | +467.2% | +121.6% | +345.6% | +101.6% |
| All | -21.3% | +148.3% | -169.6% | -74.7% |
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