-12.7%
BABA vs AMIX
-81.0%
+68.3%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.9% | +3.2% | +1.3% |
| 7D | -4.8% | -13.7% | +9.0% | -4.7% |
| 30D | -11.9% | -62.1% | +50.2% | -11.4% |
| 3M | -9.3% | -46.2% | +36.9% | -6.0% |
| 6M | -14.2% | -46.4% | +32.2% | -11.3% |
| YTD | -22.0% | -60.3% | +38.2% | -17.8% |
| 1Y | -12.7% | -79.7% | +67.0% | +4.5% |
| All | -12.7% | -81.0% | +68.3% | +4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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