-35.7%
BABA vs RMD
-4.0%
-31.8%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -22.2% |
| 6M | -25.4% | +20.7% | -46.1% | -30.1% |
| YTD | -30.1% | -0.2% | -29.9% | -30.8% |
| 1Y | -36.3% | -4.5% | -31.8% | -36.1% |
| 3Y | +30.4% | +70.5% | -40.2% | 0.0% |
| 5Y | -35.7% | -1.6% | -34.1% | -40.7% |
| All | -35.7% | -4.0% | -31.8% | -40.7% |
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