+6.2%
ABNB vs AJG
+74.4%
-68.2%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.2% | +2.7% | +2.0% |
| 7D | -6.5% | -8.3% | +1.8% | -3.0% |
| 30D | -5.5% | -5.7% | +0.2% | -3.1% |
| 3M | +30.0% | +9.1% | +21.0% | +24.9% |
| 6M | +27.6% | +15.2% | +12.4% | +19.2% |
| YTD | +25.4% | -6.3% | +31.7% | +27.5% |
| 1Y | +38.3% | -19.1% | +57.4% | +50.4% |
| 3Y | +15.5% | +8.2% | +7.3% | -1.7% |
| All | +6.2% | +74.4% | -68.2% | -45.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AJG.
Daily Out/Under-Performance
Portfolio return minus AJG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AJG 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 AJG 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