+6.5%
ABNB vs A
-14.2%
+20.7%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.7% | -1.4% | -2.7% |
| 7D | -4.4% | -2.1% | -2.3% | -3.3% |
| 30D | -2.0% | +0.6% | -2.6% | -2.5% |
| 3M | +29.8% | +10.9% | +19.0% | +22.5% |
| 6M | +31.0% | +28.2% | +2.9% | +13.1% |
| YTD | +28.6% | +8.6% | +20.0% | +21.4% |
| 1Y | +40.1% | +15.5% | +24.5% | +26.5% |
| 3Y | +19.7% | +31.8% | -12.1% | -7.0% |
| 5Y | +6.5% | -14.9% | +21.3% | +17.1% |
| All | +6.5% | -14.2% | +20.7% | +17.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling