+34.5%
BABA vs ROIV
+290.8%
-256.3%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -4.2% | +6.9% | +3.2% |
| 7D | +8.6% | -2.4% | +11.0% | +8.9% |
| 30D | -1.1% | +3.1% | -4.2% | -1.7% |
| 3M | -15.9% | +5.8% | -21.8% | -17.1% |
| 6M | -17.5% | +29.3% | -46.8% | -22.2% |
| YTD | -25.6% | +68.8% | -94.4% | -34.2% |
| 1Y | -33.8% | +81.0% | -114.8% | -42.6% |
| All | +34.5% | +290.8% | -256.3% | -5.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling