+33.9%
AAPL vs BABA
-14.2%
+48.1%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.3% | -3.8% | -2.7% |
| 7D | +0.1% | -4.8% | +4.8% | +0.7% |
| 30D | +3.0% | -11.9% | +14.9% | +4.5% |
| 3M | +2.9% | -9.3% | +12.2% | +3.8% |
| 6M | +22.1% | -14.2% | +36.4% | +23.6% |
| YTD | +18.0% | -22.0% | +40.1% | +20.8% |
| 1Y | +33.9% | -12.7% | +46.6% | +40.7% |
| All | +33.9% | -14.2% | +48.1% | +40.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling