-56.2%
BABA vs RKT
-0.4%
-55.8%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.6% | -0.3% | +1.1% |
| 7D | +11.6% | +17.7% | -6.0% | +9.3% |
| 30D | +2.3% | +31.6% | -29.4% | -1.5% |
| 3M | -13.7% | +13.9% | -27.6% | -15.5% |
| 6M | -21.9% | +2.8% | -24.7% | -23.1% |
| YTD | -24.6% | -22.2% | -2.4% | -23.6% |
| 1Y | -34.1% | -3.5% | -30.6% | -35.3% |
| 3Y | +36.3% | +95.3% | -59.0% | +15.3% |
| 5Y | -26.7% | -0.4% | -26.3% | -36.4% |
| All | -56.2% | -0.4% | -55.8% | -62.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling