-3.9%
KMI vs HRB
+44.9%
-48.8%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.6% | -0.1% | -1.8% |
| 7D | -1.8% | -10.6% | +8.9% | -1.8% |
| 30D | +0.1% | -0.8% | +0.9% | 0.0% |
| 3M | +1.2% | +19.1% | -17.9% | +1.2% |
| 6M | -3.9% | +48.7% | -52.6% | -3.5% |
| All | -3.9% | +44.9% | -48.8% | -3.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 6mo: compounded portfolio wealth divided by compounded HRB 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…
6mo analysis · Full analysis span regression · 6 months rolling