+1,339.7%
AAPL vs BABA
+29.8%
+1,309.9%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.3% | -3.8% | -2.8% |
| 7D | +0.1% | -4.8% | +4.8% | +1.2% |
| 30D | +3.0% | -11.9% | +14.9% | +5.8% |
| 3M | +2.9% | -9.3% | +12.2% | +4.6% |
| 6M | +22.1% | -14.2% | +36.4% | +25.1% |
| YTD | +18.0% | -22.0% | +40.1% | +23.1% |
| 1Y | +33.9% | -12.7% | +46.6% | +35.1% |
| 3Y | +71.2% | +26.7% | +44.5% | +51.7% |
| 5Y | +112.6% | -29.3% | +141.9% | +107.1% |
| 10Y | +1,198.8% | +21.2% | +1,177.5% | +966.0% |
| All | +1,339.7% | +29.8% | +1,309.9% | +1,022.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling