+28.2%
BABA vs KMI
+49.4%
-21.2%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +1.4% |
| 7D | -4.8% | -0.5% | -4.3% | -4.7% |
| 30D | -11.9% | +0.9% | -12.8% | -12.1% |
| 3M | -9.3% | 0.0% | -9.2% | -9.5% |
| 6M | -14.2% | -5.7% | -8.5% | -13.3% |
| YTD | -22.0% | +17.5% | -39.5% | -25.5% |
| 1Y | -12.7% | +22.3% | -35.0% | -17.6% |
| 3Y | +26.7% | +111.9% | -85.3% | +2.1% |
| 5Y | -29.3% | +151.8% | -181.2% | -45.3% |
| 10Y | +21.2% | +138.7% | -117.4% | -9.3% |
| All | +28.2% | +49.4% | -21.2% | +11.0% |
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 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