+36.3%
BABA vs AEIS
+117.1%
-80.9%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +6.1% | -4.8% | +0.4% |
| 7D | +11.6% | -11.3% | +22.9% | +13.0% |
| 30D | +2.3% | -32.6% | +34.9% | +8.1% |
| 3M | -13.7% | -39.2% | +25.5% | -7.8% |
| 6M | -21.9% | -45.4% | +23.5% | -16.0% |
| YTD | -24.6% | -5.8% | -18.8% | -28.5% |
| 1Y | -34.1% | -10.0% | -24.1% | -37.0% |
| 3Y | +36.3% | +121.2% | -84.9% | +0.6% |
| All | +36.3% | +117.1% | -80.9% | +0.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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