+17.6%
BABA vs APO
+961.0%
-943.4%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +1.5% |
| 7D | -4.8% | -1.0% | -3.7% | -4.5% |
| 30D | -11.9% | +3.5% | -15.4% | -13.2% |
| 3M | -9.3% | +4.5% | -13.8% | -11.2% |
| 6M | -14.2% | +22.8% | -37.0% | -20.8% |
| YTD | -22.0% | -6.5% | -15.5% | -21.5% |
| 1Y | -12.7% | +0.8% | -13.5% | -15.1% |
| 3Y | +26.7% | +62.0% | -35.3% | -1.6% |
| 5Y | -29.3% | +138.2% | -167.6% | -53.4% |
| All | +17.6% | +961.0% | -943.4% | -51.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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