+29.2%
ABNB vs AG
+38.3%
-9.2%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -5.9% | +4.1% | -1.0% |
| 7D | +11.9% | +6.0% | +6.0% | +11.1% |
| 30D | +12.7% | -13.5% | +26.2% | +14.7% |
| 3M | +1.2% | -20.7% | +21.9% | +3.7% |
| 6M | +32.1% | -31.5% | +63.6% | +37.0% |
| YTD | +37.7% | -10.1% | +47.9% | +35.3% |
| 1Y | +55.5% | +26.0% | +29.5% | +45.1% |
| 3Y | +58.2% | +228.9% | -170.7% | +18.0% |
| 5Y | -2.8% | +8.7% | -11.4% | -17.8% |
| All | +29.2% | +38.3% | -9.2% | +12.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling