+26.6%
KMI vs HUM
+51.1%
-24.5%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.1% | -4.0% | -4.1% |
| 7D | -5.2% | +1.6% | -6.8% | -5.2% |
| 30D | +1.2% | +3.5% | -2.3% | +1.3% |
| 3M | +1.3% | +15.5% | -14.2% | +1.7% |
| 6M | -1.1% | +76.2% | -77.4% | +0.7% |
| YTD | +19.0% | +64.5% | -45.6% | +20.3% |
| 1Y | +26.6% | +50.0% | -23.4% | +28.5% |
| All | +26.6% | +51.1% | -24.5% | +28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HUM.
Daily Out/Under-Performance
Portfolio return minus HUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUM 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 1y: compounded portfolio wealth divided by compounded HUM 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…
1y analysis · Full analysis span regression · 6 months rolling