+16.0%
BABA vs APO
+847.3%
-831.3%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.3% | -1.2% |
| 7D | -3.6% | +0.2% | -3.7% | -3.8% |
| 30D | -8.4% | +3.1% | -11.5% | -9.6% |
| 3M | -20.6% | -12.0% | -8.6% | -17.8% |
| 6M | -25.4% | -5.0% | -20.4% | -25.0% |
| YTD | -30.1% | -14.0% | -16.1% | -28.0% |
| 1Y | -36.3% | -5.9% | -30.3% | -36.5% |
| 3Y | +30.4% | +51.6% | -21.2% | +3.1% |
| 5Y | -35.7% | +80.8% | -116.5% | -54.0% |
| 10Y | +16.0% | +839.9% | -823.9% | -52.8% |
| All | +16.0% | +847.3% | -831.3% | -52.8% |
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