-31.3%
BABA vs RKT
-6.6%
-24.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.1% | +2.4% | +1.5% |
| 7D | -4.8% | +2.1% | -6.9% | -5.2% |
| 30D | -11.9% | +1.4% | -13.3% | -12.5% |
| 3M | -9.3% | +6.3% | -15.5% | -11.5% |
| 6M | -14.2% | -15.5% | +1.2% | -12.8% |
| YTD | -22.0% | -27.4% | +5.3% | -18.8% |
| 1Y | -12.7% | -26.6% | +13.9% | -10.1% |
| 3Y | +26.7% | +41.2% | -14.6% | -3.1% |
| All | -31.3% | -6.6% | -24.7% | -38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 RKT 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