+46.3%
BABA vs AHR
+408.0%
-361.7%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.7% | -3.3% | -2.6% |
| 7D | +2.4% | +8.1% | -5.8% | +1.2% |
| 30D | -7.8% | +16.9% | -24.7% | -9.7% |
| 3M | -22.4% | +7.6% | -30.0% | -23.2% |
| 6M | -26.0% | +16.0% | -42.0% | -27.7% |
| YTD | -29.3% | +28.1% | -57.4% | -32.1% |
| 1Y | -37.5% | +22.8% | -60.3% | -39.6% |
| All | +46.3% | +408.0% | -361.7% | +7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 5y: compounded portfolio wealth divided by compounded AHR 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…
5y analysis · Full analysis span regression · 6 months rolling