+114.8%
KMI vs HUBB
+43.6%
+71.2%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -1.4% |
| 7D | -2.1% | -1.7% | -0.4% | -1.8% |
| 30D | -1.7% | -12.7% | +11.0% | +0.4% |
| 3M | -1.9% | -2.9% | +1.1% | -1.9% |
| 6M | -4.3% | -4.8% | +0.4% | -4.7% |
| YTD | +15.8% | +2.8% | +13.0% | +13.1% |
| 1Y | +17.6% | +3.5% | +14.1% | +14.3% |
| All | +114.8% | +43.6% | +71.2% | +96.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 3y: compounded portfolio wealth divided by compounded HUBB 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…
3y analysis · Full analysis span regression · 6 months rolling