+94.5%
AAPL vs BABA
+21.2%
+73.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -7.1% | +6.9% | +0.9% |
| 7D | +3.2% | -12.7% | +15.9% | +5.1% |
| 30D | +4.1% | -14.9% | +18.9% | +6.3% |
| 3M | +17.5% | -24.6% | +42.1% | +22.0% |
| 6M | +20.6% | -29.3% | +49.9% | +26.0% |
| YTD | +31.0% | -35.0% | +66.0% | +38.0% |
| 1Y | +30.2% | -39.7% | +69.9% | +38.8% |
| All | +94.5% | +21.2% | +73.4% | +80.9% |
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