+6.5%
ABNB vs ASX
+472.4%
-466.0%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +6.1% | -10.1% | -6.2% |
| 7D | -4.4% | +6.3% | -10.7% | -6.6% |
| 30D | -2.0% | +6.4% | -8.4% | -4.8% |
| 3M | +29.8% | +13.1% | +16.7% | +18.7% |
| 6M | +31.0% | +90.3% | -59.3% | -8.2% |
| YTD | +28.6% | +149.6% | -121.0% | -22.1% |
| 1Y | +40.1% | +249.2% | -209.1% | -29.8% |
| 3Y | +19.7% | +445.9% | -426.2% | -57.8% |
| 5Y | +6.5% | +477.7% | -471.3% | -66.3% |
| All | +6.5% | +472.4% | -466.0% | -66.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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