-33.8%
BABA vs ROIV
+84.7%
-118.5%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -4.2% | +6.9% | +2.8% |
| 7D | +8.6% | -2.4% | +11.0% | +8.6% |
| 30D | -1.1% | +3.1% | -4.2% | -1.3% |
| 3M | -15.9% | +5.8% | -21.8% | -16.3% |
| 6M | -17.5% | +29.3% | -46.8% | -19.4% |
| YTD | -25.6% | +68.8% | -94.4% | -29.2% |
| 1Y | -33.8% | +81.0% | -114.8% | -35.9% |
| All | -33.8% | +84.7% | -118.5% | -35.9% |
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