+19.3%
BABA vs KR
+225.6%
-206.4%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.5% | -4.2% | -3.7% |
| 7D | +3.8% | -0.5% | +4.3% | +3.8% |
| 30D | -5.4% | +10.3% | -15.7% | -5.8% |
| 3M | -17.9% | +20.7% | -38.6% | -18.6% |
| 6M | -24.1% | +4.9% | -28.9% | -24.2% |
| YTD | -27.4% | +10.7% | -38.2% | -28.0% |
| 1Y | -36.1% | +7.2% | -43.2% | -36.4% |
| 3Y | +35.4% | +65.7% | -30.3% | +29.9% |
| 5Y | -30.1% | +80.8% | -110.9% | -33.9% |
| 10Y | +15.8% | +159.6% | -143.8% | +2.7% |
| All | +19.3% | +225.6% | -206.4% | -1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 KR 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