+17.1%
BABA vs RMD
+350.6%
-333.6%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.7% | +3.0% | +1.8% |
| 7D | +11.6% | +2.3% | +9.3% | +10.9% |
| 30D | +2.3% | +4.1% | -1.8% | +0.9% |
| 3M | -13.7% | +5.7% | -19.4% | -15.5% |
| 6M | -21.9% | +12.9% | -34.8% | -25.5% |
| YTD | -24.6% | -1.5% | -23.1% | -25.3% |
| 1Y | -34.1% | -4.8% | -29.3% | -34.0% |
| 3Y | +36.3% | +57.5% | -21.2% | +11.6% |
| 5Y | -26.7% | -5.5% | -21.2% | -29.8% |
| All | +17.1% | +350.6% | -333.6% | -40.0% |
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