+15.8%
BABA vs ASX
+849.3%
-833.5%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +8.6% | -12.3% | -6.2% |
| 7D | +3.8% | -12.3% | +16.1% | +6.4% |
| 30D | -5.4% | -26.0% | +20.6% | +1.2% |
| 3M | -17.9% | -8.1% | -9.8% | -18.5% |
| 6M | -24.1% | +1.4% | -25.5% | -29.3% |
| YTD | -27.4% | +115.6% | -143.0% | -48.3% |
| 1Y | -36.1% | +128.0% | -164.1% | -55.4% |
| 3Y | +35.4% | +371.4% | -336.0% | -30.1% |
| 5Y | -30.1% | +469.4% | -499.5% | -67.0% |
| 10Y | +15.8% | +842.6% | -826.8% | -59.0% |
| All | +15.8% | +849.3% | -833.5% | -59.0% |
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