-30.5%
BABA vs MKSI
+90.4%
-120.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.0% | -3.9% | -3.2% |
| 7D | -2.2% | +6.6% | -8.8% | -4.0% |
| 30D | -17.3% | -8.2% | -9.1% | -15.6% |
| 3M | -7.8% | -16.4% | +8.6% | -6.1% |
| 6M | -16.8% | +23.0% | -39.7% | -25.7% |
| YTD | -24.7% | +68.2% | -92.9% | -39.8% |
| 1Y | -24.9% | +148.6% | -173.5% | -47.8% |
| 3Y | +29.1% | +196.0% | -166.9% | -24.5% |
| 5Y | -30.5% | +87.4% | -117.9% | -49.5% |
| All | -30.5% | +90.4% | -120.9% | -49.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling