+154.3%
KMI vs HDB
+63.5%
+90.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.7% | -0.4% |
| 7D | +6.5% | +2.7% | +3.8% | +5.8% |
| 30D | -3.4% | +14.1% | -17.6% | -7.0% |
| 3M | +0.4% | +11.8% | -11.4% | -3.0% |
| 6M | -0.9% | +8.2% | -9.1% | -4.0% |
| YTD | +20.5% | -29.3% | +49.8% | +31.4% |
| 1Y | +23.2% | -28.8% | +52.0% | +33.9% |
| 3Y | +121.6% | -7.5% | +129.1% | +117.5% |
| 5Y | +149.1% | -23.1% | +172.1% | +154.6% |
| All | +154.3% | +63.5% | +90.8% | +95.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 10y: compounded portfolio wealth divided by compounded HDB 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…
10y analysis · Full analysis span regression · 6 months rolling