+17.6%
BABA vs APTV
-15.9%
+33.5%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.1% | -1.8% | +0.3% |
| 7D | -4.8% | +4.8% | -9.6% | -6.3% |
| 30D | -11.9% | +2.0% | -13.9% | -12.7% |
| 3M | -9.3% | -34.2% | +25.0% | +3.4% |
| 6M | -14.2% | -34.7% | +20.4% | -3.1% |
| YTD | -22.0% | -37.0% | +14.9% | -11.2% |
| 1Y | -12.7% | -40.4% | +27.7% | +1.2% |
| 3Y | +26.7% | -54.1% | +80.8% | +55.0% |
| 5Y | -29.3% | -68.0% | +38.7% | -5.7% |
| All | +17.6% | -15.9% | +33.5% | +24.2% |
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