+71.0%
AAPL vs BABA
+27.3%
+43.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.3% | -3.8% | -2.7% |
| 7D | +0.1% | -4.8% | +4.8% | +0.8% |
| 30D | +3.0% | -11.9% | +14.9% | +4.8% |
| 3M | +2.9% | -9.3% | +12.2% | +4.0% |
| 6M | +22.1% | -14.2% | +36.4% | +24.1% |
| YTD | +18.0% | -22.0% | +40.1% | +21.5% |
| 1Y | +33.9% | -12.7% | +46.6% | +34.8% |
| All | +71.0% | +27.3% | +43.7% | +60.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling