+15.2%
BABA vs MKSI
+524.1%
-508.9%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.1% | -1.4% | 0.0% |
| 7D | -3.5% | +2.7% | -6.2% | -4.3% |
| 30D | -12.7% | -12.8% | +0.1% | -9.3% |
| 3M | -3.0% | -22.5% | +19.5% | +1.8% |
| 6M | -19.1% | +19.4% | -38.5% | -27.2% |
| YTD | -24.7% | +67.7% | -92.5% | -40.1% |
| 1Y | -29.0% | +131.4% | -160.4% | -49.9% |
| 3Y | +30.9% | +197.3% | -166.4% | -22.9% |
| 5Y | -30.9% | +87.0% | -117.9% | -53.3% |
| All | +15.2% | +524.1% | -508.9% | -57.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 10y: compounded portfolio wealth divided by compounded MKSI 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…
10y analysis · Full analysis span regression · 6 months rolling