+11.7%
BABA vs RACE
+717.8%
-706.1%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -2.5% | -4.6% | -5.9% |
| 7D | -12.7% | -4.0% | -8.7% | -11.0% |
| 30D | -14.9% | +3.5% | -18.4% | -16.3% |
| 3M | -24.6% | -0.4% | -24.2% | -24.8% |
| 6M | -29.3% | +23.2% | -52.5% | -36.8% |
| YTD | -35.0% | +11.0% | -46.0% | -39.4% |
| 1Y | -39.7% | -2.2% | -37.5% | -40.4% |
| 3Y | +21.2% | +22.5% | -1.4% | +0.7% |
| 5Y | -39.9% | +63.2% | -103.1% | -58.7% |
| All | +11.7% | +717.8% | -706.1% | -57.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling