+15.8%
BABA vs AEE
+205.5%
-189.7%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.0% | -4.8% | -3.8% |
| 7D | +3.8% | +2.3% | +1.5% | +3.5% |
| 30D | -5.4% | +11.6% | -17.0% | -6.7% |
| 3M | -17.9% | +5.5% | -23.4% | -18.5% |
| 6M | -24.1% | +6.0% | -30.1% | -24.8% |
| YTD | -27.4% | +16.6% | -44.0% | -29.1% |
| 1Y | -36.1% | +12.1% | -48.1% | -37.2% |
| 3Y | +35.4% | +64.2% | -28.9% | +25.3% |
| 5Y | -30.1% | +59.1% | -89.2% | -35.3% |
| 10Y | +15.8% | +210.2% | -194.4% | +1.6% |
| All | +15.8% | +205.5% | -189.7% | +1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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