-35.9%
BABA vs OPEN
-79.4%
+43.5%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.7% | -4.4% | -3.8% |
| 7D | +3.8% | -21.7% | +25.5% | +5.3% |
| 30D | -5.4% | -36.5% | +31.1% | -2.4% |
| 3M | -17.9% | -59.5% | +41.6% | -12.2% |
| 6M | -24.1% | -71.9% | +47.8% | -16.4% |
| YTD | -27.4% | -75.8% | +48.4% | -20.5% |
| All | -35.9% | -79.4% | +43.5% | -29.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling