-55.1%
BABA vs OPEN
-88.5%
+33.4%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -9.5% | +2.5% | -6.1% |
| 7D | -12.7% | -31.0% | +18.3% | -9.6% |
| 30D | -14.9% | -41.5% | +26.6% | -10.7% |
| 3M | -24.6% | -64.6% | +40.0% | -17.0% |
| 6M | -29.3% | -73.8% | +44.4% | -20.2% |
| YTD | -35.0% | -78.8% | +43.8% | -25.7% |
| 1Y | -39.7% | -86.8% | +47.1% | -28.0% |
| 3Y | +21.2% | -40.6% | +61.8% | +3.0% |
| 5Y | -39.9% | -94.7% | +54.8% | -38.5% |
| All | -55.1% | -88.5% | +33.4% | -56.5% |
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