+405.8%
AAOI vs BABA
+18.5%
+387.4%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.8% | -3.5% | -4.0% |
| 7D | +2.9% | -2.9% | +5.8% | +4.2% |
| 30D | -23.1% | -15.1% | -8.0% | -18.1% |
| 3M | -41.0% | -5.0% | -36.0% | -40.1% |
| 6M | -14.3% | -19.9% | +5.7% | -6.1% |
| YTD | +196.3% | -25.3% | +221.6% | +230.5% |
| 1Y | +272.6% | -23.9% | +296.5% | +315.1% |
| 3Y | +775.3% | +28.1% | +747.2% | +651.0% |
| 5Y | +1,290.2% | -31.4% | +1,321.5% | +1,370.4% |
| All | +405.8% | +18.5% | +387.4% | +317.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BABA.
Daily Out/Under-Performance
Portfolio return minus BABA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BABA 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 10y: compounded portfolio wealth divided by compounded BABA 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…
10y analysis · Full analysis span regression · 6 months rolling