+6.5%
ABNB vs AG
+65.4%
-58.9%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.0% | -3.0% | -3.9% |
| 7D | -4.4% | +4.5% | -8.9% | -5.1% |
| 30D | -2.0% | +12.9% | -14.8% | -4.1% |
| 3M | +29.8% | +20.9% | +8.9% | +25.3% |
| 6M | +31.0% | -19.5% | +50.5% | +33.2% |
| YTD | +28.6% | +24.8% | +3.8% | +19.7% |
| 1Y | +40.1% | +120.2% | -80.2% | +15.8% |
| 3Y | +19.7% | +279.0% | -259.3% | -19.3% |
| 5Y | +6.5% | +67.9% | -61.4% | -9.5% |
| All | +6.5% | +65.4% | -58.9% | -9.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling