+115.0%
KMI vs HDB
+315.1%
-200.1%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.2% |
| 7D | +0.2% | +6.9% | -6.7% | -1.5% |
| 30D | -3.7% | +15.2% | -18.9% | -7.3% |
| 3M | +1.2% | +11.7% | -10.5% | -2.1% |
| 6M | -0.3% | +7.5% | -7.8% | -3.1% |
| YTD | +19.2% | -28.8% | +48.0% | +28.9% |
| 1Y | +21.7% | -29.1% | +50.8% | +31.7% |
| 3Y | +120.4% | -7.0% | +127.4% | +116.8% |
| 5Y | +144.9% | -22.1% | +167.0% | +148.9% |
| 10Y | +155.6% | +64.9% | +90.7% | +99.8% |
| All | +115.0% | +315.1% | -200.1% | +32.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling