+11.7%
BABA vs KMI
+159.6%
-147.9%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +1.3% | -8.4% | -7.4% |
| 7D | -12.7% | +6.0% | -18.7% | -14.1% |
| 30D | -14.9% | -3.4% | -11.5% | -14.4% |
| 3M | -24.6% | +1.8% | -26.4% | -25.3% |
| 6M | -29.3% | +0.4% | -29.8% | -29.9% |
| YTD | -35.0% | +20.8% | -55.9% | -39.0% |
| 1Y | -39.7% | +23.0% | -62.7% | -43.8% |
| 3Y | +21.2% | +123.3% | -102.1% | -7.6% |
| 5Y | -39.9% | +149.8% | -189.7% | -55.6% |
| All | +11.7% | +159.6% | -147.9% | -23.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI 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 10y: compounded portfolio wealth divided by compounded KMI 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…
10y analysis · Full analysis span regression · 6 months rolling