+34.5%
BABA vs ASX
+298.6%
-264.1%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -20.8% | +23.4% | +6.3% |
| 7D | +8.6% | -33.3% | +41.9% | +16.2% |
| 30D | -1.1% | -36.5% | +35.4% | +6.6% |
| 3M | -15.9% | -19.2% | +3.3% | -14.4% |
| 6M | -17.5% | -10.2% | -7.3% | -20.3% |
| YTD | -25.6% | +86.5% | -112.0% | -41.5% |
| 1Y | -33.8% | +89.6% | -123.5% | -48.3% |
| All | +34.5% | +298.6% | -264.1% | -17.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling