-31.3%
BABA vs RMD
-19.3%
-12.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.6% | +1.4% |
| 7D | -4.8% | -5.0% | +0.2% | -3.4% |
| 30D | -11.9% | +2.2% | -14.1% | -12.6% |
| 3M | -9.3% | +17.8% | -27.1% | -14.1% |
| 6M | -14.2% | -11.3% | -2.9% | -11.7% |
| YTD | -22.0% | -4.4% | -17.6% | -21.7% |
| 1Y | -12.7% | -15.7% | +3.0% | -8.9% |
| 3Y | +26.7% | +47.7% | -21.1% | +3.1% |
| All | -31.3% | -19.3% | -12.0% | -34.9% |
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