+126.7%
KMI vs HTZ
-89.5%
+216.3%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.3% | -2.0% | -0.7% |
| 7D | -0.5% | +7.5% | -8.0% | -0.7% |
| 30D | +0.9% | +47.4% | -46.5% | -0.8% |
| 3M | 0.0% | -54.9% | +54.9% | +2.0% |
| 6M | -5.7% | -47.0% | +41.3% | -4.7% |
| YTD | +17.5% | -55.3% | +72.7% | +19.3% |
| 1Y | +22.3% | -57.6% | +79.9% | +23.8% |
| 3Y | +111.9% | -86.6% | +198.5% | +128.0% |
| 5Y | +151.8% | -86.1% | +238.0% | +165.7% |
| All | +126.7% | -89.5% | +216.3% | +143.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling