+17.1%
BABA vs ASX
+754.3%
-737.2%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +6.4% | -5.1% | -0.6% |
| 7D | +11.6% | -19.9% | +31.6% | +17.7% |
| 30D | +2.3% | -30.9% | +33.2% | +11.9% |
| 3M | -13.7% | -15.1% | +1.4% | -12.2% |
| 6M | -21.9% | -6.5% | -15.4% | -25.5% |
| YTD | -24.6% | +98.4% | -123.1% | -44.9% |
| 1Y | -34.1% | +107.9% | -142.0% | -52.6% |
| 3Y | +36.3% | +325.3% | -289.0% | -27.4% |
| 5Y | -26.7% | +447.3% | -474.0% | -65.0% |
| All | +17.1% | +754.3% | -737.2% | -57.1% |
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