-39.7%
BABA vs AGI
-12.3%
-27.4%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -4.2% | -2.9% | -6.3% |
| 7D | -12.7% | -7.5% | -5.2% | -11.4% |
| 30D | -14.9% | -9.9% | -5.0% | -13.6% |
| 3M | -24.6% | -14.2% | -10.5% | -23.2% |
| 6M | -29.3% | -35.2% | +5.9% | -23.2% |
| YTD | -35.0% | -25.2% | -9.8% | -32.4% |
| 1Y | -39.7% | -14.3% | -25.4% | -40.0% |
| All | -39.7% | -12.3% | -27.4% | -40.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 1y: compounded portfolio wealth divided by compounded AGI 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…
1y analysis · Full analysis span regression · 6 months rolling