+16.0%
BABA vs ASX
+863.2%
-847.2%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.2% |
| 7D | -4.8% | -0.7% | -4.0% | -4.5% |
| 30D | -11.9% | +2.0% | -13.9% | -12.8% |
| 3M | -9.3% | -1.3% | -7.9% | -11.5% |
| 6M | -14.2% | +71.4% | -85.7% | -31.5% |
| YTD | -22.0% | +135.3% | -157.4% | -44.4% |
| 1Y | -12.7% | +267.5% | -280.2% | -47.1% |
| 3Y | +26.7% | +388.5% | -361.8% | -33.5% |
| 5Y | -29.3% | +417.1% | -446.4% | -65.1% |
| All | +16.0% | +863.2% | -847.2% | -57.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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