-28.3%
BABA vs APO
+67.1%
-95.3%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.4% |
| 7D | +11.6% | +0.8% | +10.9% | +11.2% |
| 30D | +2.3% | +1.0% | +1.3% | +1.7% |
| 3M | -13.7% | -8.4% | -5.3% | -11.8% |
| 6M | -21.9% | -9.1% | -12.8% | -20.3% |
| YTD | -24.6% | -18.3% | -6.3% | -20.6% |
| 1Y | -34.1% | -8.0% | -26.1% | -33.9% |
| 3Y | +36.3% | +47.1% | -10.8% | -2.1% |
| All | -28.3% | +67.1% | -95.3% | -57.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling