-12.7%
BABA vs ROIV
+177.7%
-190.4%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.5% | -0.2% | +1.1% |
| 7D | -4.8% | +0.6% | -5.4% | -4.8% |
| 30D | -11.9% | +1.0% | -12.8% | -12.1% |
| 3M | -9.3% | +18.3% | -27.6% | -11.6% |
| 6M | -14.2% | +18.3% | -32.6% | -16.8% |
| YTD | -22.0% | +61.0% | -83.0% | -28.6% |
| 1Y | -12.7% | +177.9% | -190.6% | -37.6% |
| All | -12.7% | +177.7% | -190.4% | -37.6% |
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