+131.6%
KMI vs HTZ
-95.4%
+227.0%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -8.4% | +7.6% | -0.5% |
| 7D | -10.8% | -14.6% | +3.8% | -10.4% |
| 30D | -5.0% | -20.8% | +15.8% | -4.4% |
| 3M | -3.4% | -18.8% | +15.4% | -3.2% |
| 6M | -3.4% | -74.7% | +71.3% | +0.5% |
| YTD | +13.1% | -68.1% | +81.2% | +16.0% |
| 1Y | +19.0% | -73.5% | +92.5% | +22.9% |
| 3Y | +106.1% | -81.8% | +188.0% | +113.3% |
| All | +131.6% | -95.4% | +227.0% | +165.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 5y: compounded portfolio wealth divided by compounded HTZ 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…
5y analysis · Full analysis span regression · 6 months rolling