+27.1%
BABA vs APH
+89.1%
-62.0%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -47.8% | +47.1% | +5.0% |
| 7D | -2.6% | -48.7% | +46.1% | +3.2% |
| 30D | -11.9% | -51.9% | +40.0% | -5.6% |
| 3M | -9.3% | -43.6% | +34.3% | -6.2% |
| 6M | -14.2% | -37.5% | +23.3% | -13.6% |
| YTD | -22.0% | -38.6% | +16.6% | -22.0% |
| 1Y | -12.7% | -26.3% | +13.6% | -16.3% |
| All | +27.1% | +89.1% | -62.0% | -14.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling