+16.0%
BABA vs ASX
+999.3%
-983.3%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +6.6% | -7.8% | -3.0% |
| 7D | -3.6% | +0.8% | -4.4% | -5.1% |
| 30D | -8.4% | -20.4% | +12.1% | -4.0% |
| 3M | -20.6% | -2.1% | -18.4% | -22.6% |
| 6M | -25.4% | +8.2% | -33.6% | -31.8% |
| YTD | -30.1% | +137.3% | -167.4% | -51.6% |
| 1Y | -36.3% | +155.0% | -191.3% | -57.0% |
| 3Y | +30.4% | +397.9% | -367.6% | -33.6% |
| 5Y | -35.7% | +529.2% | -565.0% | -70.5% |
| 10Y | +16.0% | +1,007.5% | -991.5% | -61.3% |
| All | +16.0% | +999.3% | -983.3% | -61.3% |
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