-9.9%
ABNB vs AEE
+56.4%
-66.3%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.1% | +2.0% | +3.0% |
| 7D | -1.7% | +1.7% | -3.4% | -1.9% |
| 30D | +11.8% | +9.7% | +2.1% | +10.6% |
| 3M | +0.9% | +5.9% | -5.0% | +0.2% |
| 6M | +40.5% | +6.7% | +33.8% | +39.2% |
| YTD | +37.6% | +17.4% | +20.3% | +34.4% |
| 1Y | +54.1% | +12.7% | +41.5% | +51.4% |
| 3Y | +56.8% | +68.2% | -11.5% | +41.7% |
| All | -9.9% | +56.4% | -66.3% | -16.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling