+17.1%
BABA vs AMT
+113.8%
-96.7%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.7% | +4.0% | +1.9% |
| 7D | +11.6% | +0.5% | +11.1% | +11.5% |
| 30D | +2.3% | +13.6% | -11.3% | -1.0% |
| 3M | -13.7% | +11.5% | -25.2% | -16.1% |
| 6M | -21.9% | +6.9% | -28.8% | -23.7% |
| YTD | -24.6% | +10.8% | -35.5% | -27.3% |
| 1Y | -34.1% | +10.3% | -44.4% | -36.4% |
| 3Y | +36.3% | +12.4% | +23.8% | +27.7% |
| 5Y | -26.7% | -20.1% | -6.7% | -25.7% |
| All | +17.1% | +113.8% | -96.7% | -13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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