+15.9%
ABNB vs AGI
+301.8%
-285.9%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.3% | +2.1% | -0.7% |
| 7D | -9.5% | -5.3% | -4.2% | -8.9% |
| 30D | -9.4% | +6.8% | -16.1% | -10.3% |
| 3M | +29.9% | +8.3% | +21.6% | +28.1% |
| 6M | +26.6% | -29.2% | +55.8% | +30.8% |
| YTD | +23.5% | -7.3% | +30.8% | +23.0% |
| 1Y | +35.8% | +8.0% | +27.8% | +32.0% |
| 3Y | +15.0% | +206.6% | -191.6% | -7.8% |
| 5Y | +1.5% | +398.1% | -396.7% | -26.2% |
| All | +15.9% | +301.8% | -285.9% | -16.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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