+22.3%
BABA vs ACWI
+216.4%
-194.1%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.8% | +6.5% | +7.0% |
| 7D | +8.6% | -4.0% | +12.6% | +13.5% |
| 30D | -1.1% | -5.8% | +4.7% | +5.7% |
| 3M | -15.9% | -5.0% | -10.9% | -11.1% |
| 6M | -17.5% | +0.7% | -18.2% | -18.6% |
| YTD | -25.6% | +8.4% | -34.0% | -32.3% |
| 1Y | -33.8% | +10.1% | -43.9% | -41.0% |
| 3Y | +34.6% | +70.8% | -36.2% | -27.0% |
| 5Y | -27.7% | +55.4% | -83.0% | -55.4% |
| 10Y | +17.7% | +223.3% | -205.6% | -65.2% |
| All | +22.3% | +216.4% | -194.1% | -63.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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