+154.0%
KMI vs BIDU
-45.6%
+199.6%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.6% | +0.1% | -1.4% |
| 7D | -2.1% | -5.2% | +3.2% | -1.8% |
| 30D | -1.7% | -14.5% | +12.8% | -0.9% |
| 3M | -1.9% | -22.9% | +21.0% | -0.6% |
| 6M | -4.3% | -27.8% | +23.5% | -2.9% |
| YTD | +15.8% | -30.7% | +46.5% | +17.7% |
| 1Y | +17.6% | -15.8% | +33.4% | +17.4% |
| 3Y | +113.1% | -33.2% | +146.4% | +114.5% |
| 5Y | +154.0% | -44.8% | +198.8% | +158.1% |
| All | +154.0% | -45.6% | +199.6% | +158.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling