+1.5%
ABNB vs AEE
+38.5%
-37.1%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | +0.1% | -1.0% |
| 7D | -9.5% | -0.7% | -8.8% | -9.4% |
| 30D | -9.4% | -2.0% | -7.4% | -9.2% |
| 3M | +29.9% | -2.8% | +32.7% | +30.2% |
| 6M | +26.6% | -3.6% | +30.2% | +27.0% |
| YTD | +23.5% | +7.3% | +16.2% | +21.8% |
| 1Y | +35.8% | +8.7% | +27.1% | +33.6% |
| 3Y | +15.0% | +46.0% | -31.0% | +6.2% |
| 5Y | +1.5% | +39.8% | -38.3% | -5.9% |
| All | +1.5% | +38.5% | -37.1% | -5.9% |
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