-28.3%
BABA vs OPEN
-93.8%
+65.5%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -21.8% | +23.1% | +3.6% |
| 7D | +11.6% | -22.2% | +33.9% | +14.1% |
| 30D | +2.3% | -38.3% | +40.6% | +6.9% |
| 3M | -13.7% | -59.4% | +45.7% | -5.8% |
| 6M | -21.9% | -74.4% | +52.5% | -11.0% |
| YTD | -24.6% | -76.0% | +51.3% | -14.4% |
| 1Y | -34.1% | -78.7% | +44.6% | -24.9% |
| 3Y | +36.3% | -30.0% | +66.3% | +10.5% |
| All | -28.3% | -93.8% | +65.5% | -5.3% |
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