-31.3%
BABA vs OPEN
-83.7%
+52.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.6% | +1.2% |
| 7D | -4.8% | -4.3% | -0.5% | -4.3% |
| 30D | -11.9% | -16.2% | +4.3% | -10.3% |
| 3M | -9.3% | -36.4% | +27.1% | -5.2% |
| 6M | -14.2% | -35.5% | +21.2% | -11.0% |
| YTD | -22.0% | -46.0% | +23.9% | -18.1% |
| 1Y | -12.7% | -47.1% | +34.4% | -12.0% |
| 3Y | +26.7% | -19.0% | +45.7% | +5.7% |
| All | -31.3% | -83.7% | +52.4% | -26.2% |
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