+36.3%
BABA vs AMC
-71.5%
+107.7%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.9% | -0.7% | +1.2% |
| 7D | +11.6% | +2.6% | +9.0% | +11.4% |
| 30D | +2.3% | +9.0% | -6.7% | +1.8% |
| 3M | -13.7% | +22.2% | -35.9% | -14.7% |
| 6M | -21.9% | +91.5% | -113.4% | -24.7% |
| YTD | -24.6% | +101.3% | -125.9% | -27.6% |
| 1Y | -34.1% | +20.8% | -54.9% | -35.8% |
| 3Y | +36.3% | -71.3% | +107.6% | +31.8% |
| All | +36.3% | -71.5% | +107.7% | +31.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling