+21.9%
BABA vs KMI
+122.7%
-100.8%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | 0.0% |
| 7D | -13.8% | +6.5% | -20.3% | -14.1% |
| 30D | -15.1% | -3.4% | -11.7% | -14.9% |
| 3M | -22.7% | +0.4% | -23.1% | -22.9% |
| 6M | -34.7% | -0.9% | -33.7% | -34.8% |
| YTD | -35.0% | +20.5% | -55.5% | -36.9% |
| 1Y | -40.4% | +23.2% | -63.6% | -42.3% |
| 3Y | +21.9% | +121.6% | -99.7% | -5.0% |
| All | +21.9% | +122.7% | -100.8% | -5.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling