-27.7%
BABA vs OPEN
-92.5%
+64.8%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -9.6% | +12.2% | +3.7% |
| 7D | +8.6% | -5.8% | +14.4% | +9.1% |
| 30D | -1.1% | -21.1% | +20.1% | +1.1% |
| 3M | -15.9% | -52.4% | +36.5% | -9.5% |
| 6M | -17.5% | -65.8% | +48.2% | -8.5% |
| YTD | -25.6% | -69.3% | +43.7% | -17.4% |
| 1Y | -33.8% | -75.2% | +41.4% | -25.5% |
| 3Y | +34.6% | -14.4% | +49.0% | +7.5% |
| 5Y | -27.7% | -92.0% | +64.3% | -6.3% |
| All | -27.7% | -92.5% | +64.8% | -6.3% |
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