+22.3%
KMI vs BIDU
+1.5%
+20.8%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.1% | -4.7% | -0.5% |
| 7D | -0.5% | +2.4% | -2.9% | -0.4% |
| 30D | +0.9% | -10.5% | +11.4% | +0.8% |
| 3M | 0.0% | -26.2% | +26.2% | -0.1% |
| 6M | -5.7% | -16.4% | +10.7% | -5.7% |
| YTD | +17.5% | -23.9% | +41.4% | +17.7% |
| 1Y | +22.3% | +1.3% | +21.0% | +24.0% |
| All | +22.3% | +1.5% | +20.8% | +24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 1y: compounded portfolio wealth divided by compounded BIDU 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…
1y analysis · Full analysis span regression · 6 months rolling