+28.2%
BABA vs IBKR
+1,442.9%
-1,414.7%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.6% | +1.4% |
| 7D | -4.8% | -3.3% | -1.5% | -3.8% |
| 30D | -11.9% | +4.5% | -16.4% | -13.7% |
| 3M | -9.3% | +6.5% | -15.7% | -12.3% |
| 6M | -14.2% | +34.2% | -48.4% | -24.1% |
| YTD | -22.0% | +44.5% | -66.5% | -33.0% |
| 1Y | -12.7% | +44.7% | -57.4% | -25.6% |
| 3Y | +26.7% | +306.7% | -280.1% | -31.4% |
| 5Y | -29.3% | +489.9% | -519.2% | -67.7% |
| 10Y | +21.2% | +1,019.5% | -998.3% | -57.3% |
| All | +28.2% | +1,442.9% | -1,414.7% | -63.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBKR.
Daily Out/Under-Performance
Portfolio return minus IBKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBKR 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 IBKR 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