-46.2%
BABA vs OPEN
-70.7%
+24.5%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -10.4% |
| 3M | -9.3% | -36.4% | +27.1% | -5.5% |
| 6M | -14.2% | -35.5% | +21.2% | -11.2% |
| YTD | -22.0% | -46.0% | +23.9% | -18.3% |
| 1Y | -12.7% | -47.1% | +34.4% | -11.9% |
| 3Y | +26.7% | -19.0% | +45.7% | +7.2% |
| 5Y | -29.3% | -83.6% | +54.2% | -34.7% |
| All | -46.2% | -70.7% | +24.5% | -52.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling