+211.0%
RSP vs BABA
+8.5%
+202.5%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +2.4% | -13.8% | +16.1% | +4.5% |
| 30D | +4.3% | -15.1% | +19.4% | +6.6% |
| 3M | -0.3% | -22.7% | +22.4% | +3.1% |
| 6M | +9.8% | -34.7% | +44.5% | +16.2% |
| YTD | +16.8% | -35.0% | +51.9% | +23.1% |
| 1Y | +19.5% | -40.4% | +59.9% | +27.4% |
| 3Y | +65.1% | +21.9% | +43.2% | +52.6% |
| 5Y | +48.7% | -39.9% | +88.6% | +50.4% |
| All | +211.0% | +8.5% | +202.5% | +177.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BABA.
Daily Out/Under-Performance
Portfolio return minus BABA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BABA 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 BABA 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