+23.9%
BABA vs APTV
-23.9%
+47.8%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.5% | +4.7% | +2.5% |
| 7D | +11.6% | -10.2% | +21.9% | +15.6% |
| 30D | +2.3% | -10.8% | +13.1% | +6.1% |
| 3M | -13.7% | -14.8% | +1.1% | -9.5% |
| 6M | -21.9% | -30.6% | +8.7% | -13.7% |
| YTD | -24.6% | -48.2% | +23.5% | -8.5% |
| 1Y | -34.1% | -52.0% | +17.9% | -17.9% |
| 3Y | +36.3% | -47.0% | +83.3% | +58.1% |
| 5Y | -26.7% | -77.5% | +50.7% | +10.1% |
| 10Y | +19.2% | -27.0% | +46.2% | +14.0% |
| All | +23.9% | -23.9% | +47.8% | +13.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling