-35.9%
BABA vs APO
-8.0%
-27.9%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +4.7% | -8.4% | -4.4% |
| 7D | +3.8% | +2.3% | +1.5% | +3.3% |
| 30D | -5.4% | +3.0% | -8.4% | -6.0% |
| 3M | -17.9% | -3.7% | -14.2% | -18.2% |
| 6M | -24.1% | -7.5% | -16.6% | -23.9% |
| YTD | -27.4% | -14.5% | -12.9% | -27.5% |
| All | -35.9% | -8.0% | -27.9% | -32.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling