-40.4%
BABA vs O
+9.0%
-49.4%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.8% | 0.0% |
| 7D | -13.8% | -0.4% | -13.4% | -13.8% |
| 30D | -15.1% | +7.1% | -22.2% | -14.8% |
| 3M | -22.7% | -5.2% | -17.5% | -23.1% |
| 6M | -34.7% | -1.8% | -32.9% | -35.2% |
| YTD | -35.0% | +9.1% | -44.1% | -38.0% |
| 1Y | -40.4% | +9.7% | -50.1% | -43.0% |
| All | -40.4% | +9.0% | -49.4% | -43.0% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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