+1,326.9%
AAPL vs BABA
+14.9%
+1,311.9%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.2% | +3.2% | +2.3% |
| 7D | +1.8% | -3.6% | +5.3% | +2.5% |
| 30D | +4.3% | -8.4% | +12.7% | +6.2% |
| 3M | +16.6% | -20.6% | +37.2% | +22.4% |
| 6M | +21.6% | -25.4% | +47.0% | +28.6% |
| YTD | +31.2% | -30.1% | +61.3% | +39.9% |
| 1Y | +29.6% | -36.3% | +65.8% | +41.1% |
| 3Y | +93.1% | +30.4% | +62.7% | +68.5% |
| 5Y | +146.2% | -35.7% | +181.9% | +149.2% |
| 10Y | +1,326.9% | +16.0% | +1,310.9% | +1,066.2% |
| All | +1,326.9% | +14.9% | +1,311.9% | +1,066.2% |
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