+36.3%
BABA vs KMI
+102.8%
-66.6%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.8% | +2.0% | +1.3% |
| 7D | +11.6% | -10.8% | +22.4% | +12.5% |
| 30D | +2.3% | -5.0% | +7.3% | +2.4% |
| 3M | -13.7% | -3.4% | -10.3% | -13.8% |
| 6M | -21.9% | -3.4% | -18.5% | -22.1% |
| YTD | -24.6% | +13.1% | -37.7% | -26.6% |
| 1Y | -34.1% | +19.0% | -53.1% | -36.2% |
| 3Y | +36.3% | +106.1% | -69.9% | +5.1% |
| All | +36.3% | +102.8% | -66.6% | +5.1% |
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