+15.6%
BABA vs AMC
-98.7%
+114.3%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -12.5% | +15.1% | +3.0% |
| 7D | +8.6% | 0.0% | +8.6% | +8.5% |
| 30D | -1.1% | +4.4% | -5.5% | -1.3% |
| 3M | -15.9% | +15.4% | -31.3% | -16.4% |
| 6M | -17.5% | +93.7% | -111.2% | -19.6% |
| YTD | -25.6% | +97.4% | -123.0% | -27.7% |
| 1Y | -33.8% | +23.2% | -57.0% | -34.9% |
| 3Y | +34.6% | -71.3% | +105.9% | +35.2% |
| 5Y | -27.7% | -99.3% | +71.6% | -23.5% |
| All | +15.6% | -98.7% | +114.3% | +19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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