-57.9%
BABA vs ROIV
+287.3%
-345.2%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +4.6% | -8.3% | -4.3% |
| 7D | +3.8% | +13.3% | -9.5% | +2.2% |
| 30D | -5.4% | +14.8% | -20.1% | -7.1% |
| 3M | -17.9% | +11.9% | -29.8% | -19.5% |
| 6M | -24.1% | +42.4% | -66.5% | -28.1% |
| YTD | -27.4% | +87.4% | -114.9% | -34.1% |
| 1Y | -36.1% | +97.2% | -133.3% | -42.4% |
| 3Y | +35.4% | +375.7% | -340.3% | +7.8% |
| 5Y | -30.1% | +379.0% | -409.1% | -52.7% |
| All | -57.9% | +287.3% | -345.2% | -71.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling