+25.7%
ABNB vs ASX
+757.9%
-732.2%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.0% | -1.9% |
| 7D | -4.0% | -0.7% | -3.2% | -3.7% |
| 30D | +19.3% | +2.0% | +17.3% | +17.9% |
| 3M | +36.1% | -1.3% | +37.4% | +31.1% |
| 6M | +34.2% | +71.4% | -37.2% | -0.6% |
| YTD | +34.1% | +135.3% | -101.3% | -15.3% |
| 1Y | +45.1% | +267.5% | -222.4% | -27.6% |
| 3Y | +37.1% | +388.5% | -351.4% | -45.2% |
| 5Y | +15.2% | +417.1% | -401.9% | -59.1% |
| All | +25.7% | +757.9% | -732.2% | -61.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling