-49.9%
BABA vs OPEN
-86.9%
+37.0%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.7% | -4.4% | -3.8% |
| 7D | +3.8% | -21.7% | +25.5% | +5.9% |
| 30D | -5.4% | -36.5% | +31.1% | -1.6% |
| 3M | -17.9% | -59.5% | +41.6% | -10.8% |
| 6M | -24.1% | -71.9% | +47.8% | -14.8% |
| YTD | -27.4% | -75.8% | +48.4% | -18.1% |
| 1Y | -36.1% | -78.5% | +42.4% | -27.6% |
| 3Y | +35.4% | -30.2% | +65.6% | +13.0% |
| 5Y | -30.1% | -93.3% | +63.2% | -29.9% |
| All | -49.9% | -86.9% | +37.0% | -52.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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