-48.0%
BABA vs OPEN
-87.0%
+39.0%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -21.8% | +23.1% | +3.5% |
| 7D | +11.6% | -22.2% | +33.9% | +14.0% |
| 30D | +2.3% | -38.3% | +40.6% | +6.7% |
| 3M | -13.7% | -59.4% | +45.7% | -6.3% |
| 6M | -21.9% | -74.4% | +52.5% | -11.6% |
| YTD | -24.6% | -76.0% | +51.3% | -14.9% |
| 1Y | -34.1% | -78.7% | +44.6% | -25.4% |
| 3Y | +36.3% | -30.0% | +66.3% | +13.7% |
| 5Y | -26.7% | -93.7% | +67.0% | -26.2% |
| All | -48.0% | -87.0% | +39.0% | -50.2% |
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