-35.3%
BABA vs APH
+16.5%
-51.8%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -6.2% | +11.1% | +5.6% |
| 7D | +4.3% | -2.4% | +6.7% | +4.4% |
| 30D | -5.0% | -9.5% | +4.5% | -4.0% |
| 3M | -18.4% | -7.6% | -10.7% | -17.8% |
| 6M | -20.3% | +12.4% | -32.7% | -22.2% |
| YTD | -27.5% | +17.5% | -45.0% | -32.9% |
| 1Y | -35.3% | +16.4% | -51.7% | -40.2% |
| All | -35.3% | +16.5% | -51.8% | -40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 APH 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