+31.9%
BABA vs AMT
+15.3%
+16.6%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.7% | -3.2% | -2.6% |
| 7D | +2.4% | +1.6% | +0.7% | +2.2% |
| 30D | -7.8% | +4.5% | -12.2% | -8.1% |
| 3M | -22.4% | +13.8% | -36.2% | -23.3% |
| 6M | -26.0% | +10.0% | -36.0% | -26.7% |
| YTD | -29.3% | +11.8% | -41.0% | -30.2% |
| 1Y | -37.5% | +10.2% | -47.7% | -38.3% |
| 3Y | +31.9% | +15.1% | +16.8% | +27.0% |
| All | +31.9% | +15.3% | +16.6% | +27.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling