+17.6%
ABNB vs AEE
+59.6%
-42.0%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.6% | +1.5% |
| 7D | -6.5% | -0.8% | -5.7% | -6.4% |
| 30D | -5.5% | -2.9% | -2.6% | -5.4% |
| 3M | +30.0% | -2.4% | +32.5% | +30.2% |
| 6M | +27.6% | -2.7% | +30.3% | +27.7% |
| YTD | +25.4% | +7.3% | +18.1% | +24.6% |
| 1Y | +38.3% | +7.5% | +30.8% | +37.4% |
| 3Y | +15.5% | +46.2% | -30.7% | +11.6% |
| 5Y | +3.0% | +39.7% | -36.7% | +0.9% |
| All | +17.6% | +59.6% | -42.0% | +27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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