+25.2%
ABNB vs AG
+36.8%
-11.6%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.1% | -1.9% | -2.9% |
| 7D | +2.7% | -4.0% | +6.7% | +3.3% |
| 30D | +10.8% | -13.1% | +23.8% | +12.7% |
| 3M | -2.1% | -22.0% | +20.0% | +0.6% |
| 6M | +32.2% | -37.3% | +69.4% | +38.8% |
| YTD | +33.5% | -11.2% | +44.6% | +31.3% |
| 1Y | +47.8% | +23.9% | +23.9% | +38.2% |
| 3Y | +53.3% | +225.1% | -171.8% | +14.6% |
| 5Y | -5.5% | +7.7% | -13.2% | -19.9% |
| All | +25.2% | +36.8% | -11.6% | +9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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