+2.2%
ABNB vs AA
+15.6%
-13.4%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.0% | -0.9% | -2.3% |
| 7D | -7.4% | -0.6% | -6.8% | -7.3% |
| 30D | -8.2% | -1.6% | -6.6% | -8.1% |
| 3M | +29.1% | -29.8% | +58.9% | +40.2% |
| 6M | +26.6% | -16.6% | +43.2% | +28.7% |
| YTD | +25.0% | -4.0% | +29.0% | +20.7% |
| 1Y | +37.0% | +63.5% | -26.5% | +10.4% |
| 3Y | +16.3% | +86.8% | -70.4% | -17.1% |
| 5Y | +2.2% | +12.4% | -10.2% | -13.6% |
| All | +2.2% | +15.6% | -13.4% | -13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 AA 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