-36.3%
BABA vs ASX
+154.3%
-190.6%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +6.6% | -7.8% | -1.8% |
| 7D | -3.6% | +0.8% | -4.4% | -4.0% |
| 30D | -8.4% | -20.4% | +12.1% | -5.8% |
| 3M | -20.6% | -2.1% | -18.4% | -21.2% |
| 6M | -25.4% | +8.2% | -33.6% | -29.5% |
| YTD | -30.1% | +137.3% | -167.4% | -49.6% |
| 1Y | -36.3% | +155.0% | -191.3% | -54.5% |
| All | -36.3% | +154.3% | -190.6% | -54.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling