+11.7%
BABA vs ASX
+962.9%
-951.2%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.0% | +2.1% | +0.6% |
| 7D | -13.8% | +12.4% | -26.2% | -16.8% |
| 30D | -15.1% | -19.8% | +4.7% | -11.3% |
| 3M | -22.7% | -10.3% | -12.4% | -22.7% |
| 6M | -34.7% | +1.2% | -35.9% | -39.1% |
| YTD | -35.0% | +123.0% | -158.0% | -54.1% |
| 1Y | -40.4% | +145.4% | -185.8% | -59.3% |
| 3Y | +21.9% | +368.6% | -346.7% | -36.7% |
| 5Y | -39.9% | +486.0% | -525.9% | -71.8% |
| All | +11.7% | +962.9% | -951.2% | -62.0% |
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