+31.9%
BABA vs O
+39.4%
-7.5%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.1% | -2.6% | -2.5% |
| 7D | +2.4% | +3.5% | -1.2% | +1.7% |
| 30D | -7.8% | +10.4% | -18.2% | -9.3% |
| 3M | -22.4% | -2.4% | -19.9% | -22.0% |
| 6M | -26.0% | -1.2% | -24.8% | -26.1% |
| YTD | -29.3% | +10.4% | -39.7% | -31.3% |
| 1Y | -37.5% | +11.4% | -48.9% | -39.5% |
| 3Y | +31.9% | +40.4% | -8.5% | +17.6% |
| All | +31.9% | +39.4% | -7.5% | +17.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling