+11.7%
BABA vs APTV
-27.3%
+39.0%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -1.5% | -5.5% | -6.5% |
| 7D | -12.7% | -5.0% | -7.7% | -11.2% |
| 30D | -14.9% | -12.3% | -2.6% | -11.2% |
| 3M | -24.6% | -19.9% | -4.7% | -19.3% |
| 6M | -29.3% | -29.4% | 0.0% | -22.6% |
| YTD | -35.0% | -49.0% | +14.0% | -20.9% |
| 1Y | -39.7% | -53.1% | +13.4% | -24.5% |
| 3Y | +21.2% | -48.9% | +70.1% | +42.0% |
| 5Y | -39.9% | -77.2% | +37.3% | -11.3% |
| All | +11.7% | -27.3% | +39.0% | +27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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