+11.7%
BABA vs APO
+837.1%
-825.4%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | -0.5% |
| 7D | -13.8% | +5.8% | -19.5% | -15.4% |
| 30D | -15.1% | +8.9% | -24.0% | -17.7% |
| 3M | -22.7% | -13.6% | -9.1% | -19.4% |
| 6M | -34.7% | -5.4% | -29.3% | -34.2% |
| YTD | -35.0% | -13.6% | -21.4% | -33.1% |
| 1Y | -40.4% | -2.5% | -37.9% | -41.3% |
| 3Y | +21.9% | +50.9% | -28.9% | -3.3% |
| 5Y | -39.9% | +81.4% | -121.3% | -57.0% |
| All | +11.7% | +837.1% | -825.4% | -53.8% |
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