+34.5%
BABA vs RACE
+30.0%
+4.5%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.3% | +5.0% | +3.2% |
| 7D | +8.6% | +5.7% | +2.9% | +7.1% |
| 30D | -1.1% | +9.3% | -10.4% | -3.3% |
| 3M | -15.9% | +3.8% | -19.8% | -16.9% |
| 6M | -17.5% | +29.8% | -47.3% | -23.6% |
| YTD | -25.6% | +15.6% | -41.2% | -29.3% |
| 1Y | -33.8% | +5.1% | -38.9% | -35.7% |
| All | +34.5% | +30.0% | +4.5% | +27.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling