+21.9%
BABA vs AON
+3.5%
+18.4%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.4% | 0.0% |
| 7D | -13.8% | +1.0% | -14.8% | -13.8% |
| 30D | -15.1% | +23.2% | -38.3% | -14.6% |
| 3M | -22.7% | -5.0% | -17.7% | -23.0% |
| 6M | -34.7% | +9.3% | -44.0% | -34.4% |
| YTD | -35.0% | -3.4% | -31.6% | -34.8% |
| 1Y | -40.4% | -2.9% | -37.5% | -40.2% |
| 3Y | +21.9% | +3.6% | +18.3% | +19.7% |
| All | +21.9% | +3.5% | +18.4% | +19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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