+36.3%
BABA vs APTV
-49.5%
+85.7%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.5% | +4.7% | +2.2% |
| 7D | +11.6% | -10.2% | +21.9% | +14.7% |
| 30D | +2.3% | -10.8% | +13.1% | +5.3% |
| 3M | -13.7% | -14.8% | +1.1% | -10.4% |
| 6M | -21.9% | -30.6% | +8.7% | -15.5% |
| YTD | -24.6% | -48.2% | +23.5% | -11.3% |
| 1Y | -34.1% | -52.0% | +17.9% | -20.5% |
| 3Y | +36.3% | -47.0% | +83.3% | +46.7% |
| All | +36.3% | -49.5% | +85.7% | +46.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling