-39.8%
BABA vs OPEN
-94.8%
+55.1%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.6% | +3.7% | +0.4% |
| 7D | -13.8% | -15.0% | +1.2% | -12.3% |
| 30D | -15.1% | -40.2% | +25.1% | -10.9% |
| 3M | -22.7% | -67.4% | +44.7% | -13.6% |
| 6M | -34.7% | -74.0% | +39.3% | -25.6% |
| YTD | -35.0% | -79.6% | +44.6% | -24.8% |
| 1Y | -40.4% | -86.1% | +45.7% | -28.5% |
| 3Y | +21.9% | -41.4% | +63.3% | +0.8% |
| All | -39.8% | -94.8% | +55.1% | -4.8% |
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