+114.8%
KMI vs HBM
+460.9%
-346.1%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -7.5% | +6.1% | -1.0% |
| 7D | -2.1% | -3.7% | +1.7% | -1.8% |
| 30D | -1.7% | -3.7% | +2.0% | -1.6% |
| 3M | -1.9% | +8.0% | -9.9% | -2.9% |
| 6M | -4.3% | +15.8% | -20.1% | -6.8% |
| YTD | +15.8% | +34.4% | -18.6% | +9.9% |
| 1Y | +17.6% | +98.2% | -80.6% | +5.3% |
| All | +114.8% | +460.9% | -346.1% | +54.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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