+160.5%
KMI vs HAS
+10.2%
+150.3%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.4% | +4.2% | +2.2% |
| 7D | -0.4% | -3.1% | +2.7% | +0.1% |
| 30D | +3.7% | -2.7% | +6.4% | +4.0% |
| 3M | +3.2% | +8.9% | -5.8% | +1.6% |
| 6M | -3.0% | -2.9% | -0.1% | -2.9% |
| YTD | +19.7% | +12.6% | +7.0% | +16.7% |
| 1Y | +25.6% | +17.5% | +8.2% | +21.4% |
| 3Y | +120.2% | +46.2% | +74.0% | +101.4% |
| 5Y | +160.5% | +12.6% | +147.9% | +156.2% |
| All | +160.5% | +10.2% | +150.3% | +156.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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