+22.3%
BABA vs ASX
+725.0%
-702.7%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -20.8% | +23.4% | +8.5% |
| 7D | +8.6% | -33.3% | +41.9% | +20.4% |
| 30D | -1.1% | -36.5% | +35.4% | +10.7% |
| 3M | -15.9% | -19.2% | +3.3% | -13.2% |
| 6M | -17.5% | -10.2% | -7.3% | -20.2% |
| YTD | -25.6% | +86.5% | -112.0% | -43.8% |
| 1Y | -33.8% | +89.6% | -123.5% | -50.4% |
| 3Y | +34.6% | +298.6% | -264.0% | -24.5% |
| 5Y | -27.7% | +414.3% | -441.9% | -63.3% |
| 10Y | +17.7% | +711.1% | -693.4% | -52.3% |
| All | +22.3% | +725.0% | -702.7% | -50.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling