+20.6%
ABNB vs AEE
+62.4%
-41.8%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.0% | -5.0% | -4.1% |
| 7D | -4.4% | +1.3% | -5.7% | -4.4% |
| 30D | -2.0% | -1.2% | -0.7% | -1.9% |
| 3M | +29.8% | +1.0% | +28.8% | +29.8% |
| 6M | +31.0% | -2.3% | +33.3% | +31.1% |
| YTD | +28.6% | +9.1% | +19.5% | +27.7% |
| 1Y | +40.1% | +10.6% | +29.5% | +38.9% |
| 3Y | +19.7% | +48.5% | -28.8% | +15.5% |
| 5Y | +6.5% | +39.9% | -33.4% | +3.4% |
| All | +20.6% | +62.4% | -41.8% | +30.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling