+22.3%
BABA vs APO
+800.2%
-777.9%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -4.5% | +7.1% | +4.1% |
| 7D | +8.6% | -1.1% | +9.7% | +8.8% |
| 30D | -1.1% | +1.1% | -2.2% | -1.7% |
| 3M | -15.9% | -9.2% | -6.7% | -13.9% |
| 6M | -17.5% | -9.2% | -8.3% | -15.9% |
| YTD | -25.6% | -18.0% | -7.6% | -22.1% |
| 1Y | -33.8% | -10.9% | -23.0% | -32.9% |
| 3Y | +34.6% | +44.4% | -9.8% | +9.2% |
| 5Y | -27.7% | +67.9% | -95.6% | -46.1% |
| 10Y | +17.7% | +876.2% | -858.5% | -52.7% |
| All | +22.3% | +800.2% | -777.9% | -50.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling