+112.3%
KMI vs HAS
+345.3%
-233.1%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.7% | +1.3% | +1.8% |
| 7D | -5.1% | +3.3% | -8.4% | -5.9% |
| 30D | -3.1% | +30.5% | -33.7% | -9.8% |
| 3M | +0.2% | +29.9% | -29.6% | -6.7% |
| 6M | +1.1% | +26.5% | -25.4% | -5.7% |
| YTD | +17.7% | +51.9% | -34.2% | +3.9% |
| 1Y | +19.6% | +60.9% | -41.3% | +3.7% |
| 3Y | +117.6% | +215.0% | -97.4% | +49.9% |
| 5Y | +143.1% | +51.5% | +91.6% | +104.6% |
| 10Y | +142.0% | +102.2% | +39.8% | +68.8% |
| All | +112.3% | +345.3% | -233.1% | +4.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling