+16.0%
BABA vs RMD
+349.2%
-333.2%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.9% | -3.1% | -1.7% |
| 7D | -3.6% | -0.8% | -2.8% | -3.4% |
| 30D | -8.4% | +1.7% | -10.0% | -9.0% |
| 3M | -20.6% | +6.4% | -27.0% | -22.3% |
| 6M | -25.4% | +20.7% | -46.1% | -30.3% |
| YTD | -30.1% | -0.2% | -29.9% | -31.0% |
| 1Y | -36.3% | -4.5% | -31.8% | -36.3% |
| 3Y | +30.4% | +70.5% | -40.2% | +3.8% |
| 5Y | -35.7% | -1.6% | -34.1% | -39.1% |
| 10Y | +16.0% | +342.7% | -326.7% | -41.6% |
| All | +16.0% | +349.2% | -333.2% | -41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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