-35.9%
BABA vs KMI
+19.5%
-55.4%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +2.0% | -5.8% | -3.5% |
| 7D | +3.8% | -6.5% | +10.4% | +3.3% |
| 30D | -5.4% | -5.1% | -0.3% | -6.0% |
| 3M | -17.9% | 0.0% | -17.9% | -18.4% |
| 6M | -24.1% | -0.9% | -23.2% | -24.7% |
| YTD | -27.4% | +15.4% | -42.8% | -30.0% |
| All | -35.9% | +19.5% | -55.4% | -37.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling