Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BABA (Alibaba Group Holding Limited) | 39.17% | 51.32% | 10.11% | -14.10% | 4.46% | NA | NA | 2.54% |
Data as of 08/01/2025, AR inception is 09/19/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BABA (Alibaba Group Holding Limited) | 09/19/2014 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.47 | 51.32 | 10.11 | -14.10 | 4.46 | NA | NA | 2.54 | 39.17 | 10.33 | -10.83 | -25.84 | -48.96 | 9.73 | 54.74 | -20.51 | 96.37 | 8.05 | -21.81 | 10.70 |
| Sharpe Ratio | NA | 1.03 | 0.15 | -0.32 | 0.07 | NA | NA | 0.02 | 1.46 | 0.18 | -0.36 | -0.38 | -1.11 | 0.23 | 1.76 | -0.61 | 3.71 | 0.25 | -0.65 | 1.24 |
| Standard Deviation(%) | NA | 46.88 | 44.55 | 49.89 | 42.30 | NA | NA | 41.50 | 50.73 | 37.40 | 40.86 | 71.64 | 44.28 | 41.53 | 30.20 | 36.28 | 25.92 | 31.08 | 33.83 | 34.99 |
| Draw Down(%) | NA | 32.66 | 42.80 | 80.09 | 80.09 | NA | NA | 80.09 | 32.66 | 29.99 | 40.81 | 54.04 | 58.66 | 30.00 | 23.54 | 37.45 | 11.63 | 25.47 | 45.36 | 12.82 |
| Yield(%) | 0.00 | 1.22 | 0.96 | 0.20 | 0.33 | 0.19 | 0.14 | 0.28 | 1.12 | 0.88 | 1.09 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/01/2025, AR inception is 09/19/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BABA (Alibaba Group Holding Limited) |
-35.30%
Oct 2020 - Oct 2023 |
-19.22%
Oct 2017 - Oct 2022 |
-2.21%
Nov 2014 - Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BABA (Alibaba Group Holding Limited) |
40.84%
Sep 2015 - Sep 2018 |
37.89%
Sep 2015 - Sep 2020 |
4.97%
Mar 2015 - Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart