-35.3%
BABA vs JHX
+44.7%
-80.0%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +8.3% | -3.4% | +3.4% |
| 7D | +4.3% | +13.3% | -9.0% | +2.0% |
| 30D | -5.0% | +17.1% | -22.1% | -7.6% |
| 3M | -18.4% | +4.1% | -22.5% | -19.3% |
| 6M | -20.3% | +48.5% | -68.8% | -27.4% |
| YTD | -27.5% | +42.3% | -69.8% | -32.5% |
| 1Y | -35.3% | +47.4% | -82.7% | -39.8% |
| All | -35.3% | +44.7% | -80.0% | -39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside JHX.
Daily Out/Under-Performance
Portfolio return minus JHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JHX 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 JHX 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