+29.1%
ABNB vs A
+55.1%
-26.0%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.5% | +2.6% | +2.8% |
| 7D | -1.7% | -0.5% | -1.2% | -1.5% |
| 30D | +11.8% | 0.0% | +11.8% | +11.6% |
| 3M | +0.9% | +16.7% | -15.8% | -7.5% |
| 6M | +40.5% | +54.8% | -14.4% | +10.1% |
| YTD | +37.6% | +28.8% | +8.8% | +18.6% |
| 1Y | +54.1% | +19.3% | +34.8% | +38.3% |
| 3Y | +56.8% | +65.5% | -8.8% | +8.2% |
| 5Y | -9.6% | +12.1% | -21.6% | -23.1% |
| All | +29.1% | +55.1% | -26.0% | -6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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