+23.9%
BABA vs KMI
+43.8%
-19.9%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.8% | +2.0% | +1.5% |
| 7D | +11.6% | -10.8% | +22.4% | +14.5% |
| 30D | +2.3% | -5.0% | +7.3% | +3.2% |
| 3M | -13.7% | -3.4% | -10.3% | -13.3% |
| 6M | -21.9% | -3.4% | -18.5% | -21.7% |
| YTD | -24.6% | +13.1% | -37.7% | -27.6% |
| 1Y | -34.1% | +19.0% | -53.1% | -37.5% |
| 3Y | +36.3% | +106.1% | -69.9% | +10.3% |
| 5Y | -26.7% | +130.1% | -156.8% | -42.3% |
| 10Y | +19.2% | +151.9% | -132.7% | -11.8% |
| All | +23.9% | +43.8% | -19.9% | +7.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling