-35.7%
BABA vs OPEN
-94.2%
+58.5%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.2% | -5.4% | -1.6% |
| 7D | -3.6% | -31.1% | +27.5% | -0.1% |
| 30D | -8.4% | -34.7% | +26.3% | -4.8% |
| 3M | -20.6% | -61.9% | +41.3% | -12.8% |
| 6M | -25.4% | -71.9% | +46.5% | -15.8% |
| YTD | -30.1% | -76.6% | +46.5% | -20.4% |
| 1Y | -36.3% | -83.9% | +47.6% | -24.9% |
| 3Y | +30.4% | -34.4% | +64.7% | +6.7% |
| 5Y | -35.7% | -93.9% | +58.2% | +0.2% |
| All | -35.7% | -94.2% | +58.5% | +0.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling