-28.3%
BABA vs RMD
-5.3%
-23.0%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.7% | +3.0% | +1.7% |
| 7D | +11.6% | +2.3% | +9.3% | +10.9% |
| 30D | +2.3% | +4.1% | -1.8% | +1.0% |
| 3M | -13.7% | +5.7% | -19.4% | -15.4% |
| 6M | -21.9% | +12.9% | -34.8% | -25.3% |
| YTD | -24.6% | -1.5% | -23.1% | -25.1% |
| 1Y | -34.1% | -4.8% | -29.3% | -33.9% |
| 3Y | +36.3% | +57.5% | -21.2% | +8.4% |
| All | -28.3% | -5.3% | -23.0% | -31.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling