+32.9%
BABA vs KMI
+121.9%
-89.0%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.8% | -2.4% | -0.7% |
| 7D | -0.2% | -0.4% | +0.2% | -0.1% |
| 30D | -12.3% | +3.7% | -15.9% | -12.6% |
| 3M | -5.3% | +3.2% | -8.5% | -5.8% |
| 6M | -13.1% | -3.0% | -10.1% | -12.9% |
| YTD | -22.4% | +19.7% | -42.1% | -24.5% |
| 1Y | -19.5% | +25.6% | -45.1% | -22.1% |
| 3Y | +32.9% | +120.2% | -87.3% | +8.7% |
| All | +32.9% | +121.9% | -89.0% | +8.7% |
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