+15.8%
BABA vs AMC
-98.6%
+114.5%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +8.3% | -12.0% | -4.0% |
| 7D | +3.8% | +6.6% | -2.8% | +3.6% |
| 30D | -5.4% | +14.1% | -19.5% | -5.8% |
| 3M | -17.9% | +31.3% | -49.2% | -18.8% |
| 6M | -24.1% | +126.7% | -150.7% | -26.3% |
| YTD | -27.4% | +117.9% | -145.4% | -29.7% |
| 1Y | -36.1% | +41.1% | -77.1% | -37.3% |
| 3Y | +35.4% | -61.0% | +96.3% | +34.8% |
| 5Y | -30.1% | -99.1% | +69.1% | -26.3% |
| 10Y | +15.8% | -98.7% | +114.5% | +21.1% |
| All | +15.8% | -98.6% | +114.5% | +21.1% |
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