+146.4%
KMI vs HTZ
-94.4%
+240.9%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.6% | +2.3% | -0.2% |
| 7D | +6.5% | -8.5% | +15.1% | +6.8% |
| 30D | -3.4% | -18.9% | +15.5% | -2.9% |
| 3M | +0.4% | -36.0% | +36.4% | +1.6% |
| 6M | -0.9% | -74.6% | +73.6% | +2.9% |
| YTD | +20.5% | -70.8% | +91.3% | +23.9% |
| 1Y | +23.2% | -75.3% | +98.5% | +27.5% |
| 3Y | +121.6% | -81.6% | +203.2% | +127.5% |
| All | +146.4% | -94.4% | +240.9% | +183.4% |
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