-35.3%
BABA vs ROIV
+97.8%
-133.2%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +6.1% | -1.2% | +4.7% |
| 7D | +4.3% | +3.0% | +1.3% | +4.1% |
| 30D | -5.0% | +6.8% | -11.8% | -5.3% |
| 3M | -18.4% | +10.5% | -28.9% | -18.8% |
| 6M | -20.3% | +34.8% | -55.1% | -22.2% |
| YTD | -27.5% | +76.2% | -103.7% | -31.2% |
| 1Y | -35.3% | +92.4% | -127.7% | -37.2% |
| All | -35.3% | +97.8% | -133.2% | -37.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 1y: compounded portfolio wealth divided by compounded ROIV 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…
1y analysis · Full analysis span regression · 6 months rolling