+16.7%
BABA vs KMI
+133.3%
-116.6%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.8% | -2.4% | -1.0% |
| 7D | -0.2% | -0.4% | +0.2% | -0.1% |
| 30D | -12.3% | +3.7% | -15.9% | -13.2% |
| 3M | -5.3% | +3.2% | -8.5% | -6.4% |
| 6M | -13.1% | -3.0% | -10.1% | -12.7% |
| YTD | -22.4% | +19.7% | -42.1% | -26.7% |
| 1Y | -19.5% | +25.6% | -45.1% | -25.1% |
| 3Y | +32.9% | +120.2% | -87.3% | +2.4% |
| 5Y | -29.9% | +160.5% | -190.4% | -48.3% |
| 10Y | +16.7% | +134.8% | -118.1% | -16.8% |
| All | +16.7% | +133.3% | -116.6% | -16.8% |
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