+14.4%
BABA vs AZO
+297.5%
-283.0%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.2% | -0.6% |
| 7D | -2.9% | -2.9% | 0.0% | -2.4% |
| 30D | -15.1% | -5.3% | -9.8% | -14.2% |
| 3M | -5.0% | -7.3% | +2.3% | -3.9% |
| 6M | -19.9% | -22.7% | +2.7% | -16.3% |
| YTD | -25.3% | -15.0% | -10.2% | -23.3% |
| 1Y | -23.9% | -32.2% | +8.4% | -18.5% |
| 3Y | +28.1% | +10.0% | +18.1% | +23.1% |
| 5Y | -31.4% | +85.8% | -117.2% | -41.6% |
| All | +14.4% | +297.5% | -283.0% | -13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded AZO 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling