+15.8%
BABA vs APTV
-26.1%
+42.0%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.2% | -4.9% | -4.1% |
| 7D | +3.8% | -9.8% | +13.6% | +7.2% |
| 30D | -5.4% | -8.9% | +3.5% | -2.6% |
| 3M | -17.9% | -19.5% | +1.5% | -12.3% |
| 6M | -24.1% | -31.1% | +7.0% | -16.0% |
| YTD | -27.4% | -47.5% | +20.1% | -12.6% |
| 1Y | -36.1% | -52.3% | +16.2% | -20.5% |
| 3Y | +35.4% | -45.2% | +80.5% | +54.7% |
| 5Y | -30.1% | -76.9% | +46.8% | +2.3% |
| 10Y | +15.8% | -25.1% | +40.9% | +32.7% |
| All | +15.8% | -26.1% | +42.0% | +32.7% |
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