+17.6%
ABNB vs BAX
-66.7%
+84.3%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.6% | +3.1% | +1.9% |
| 7D | -6.5% | -7.9% | +1.4% | -4.5% |
| 30D | -5.5% | -11.7% | +6.2% | -2.5% |
| 3M | +30.0% | +16.2% | +13.8% | +25.2% |
| 6M | +27.6% | +32.0% | -4.4% | +18.6% |
| YTD | +25.4% | +24.7% | +0.7% | +17.3% |
| 1Y | +38.3% | -2.6% | +40.9% | +36.6% |
| 3Y | +15.5% | -35.0% | +50.5% | +23.3% |
| 5Y | +3.0% | -67.6% | +70.6% | +20.9% |
| All | +17.6% | -66.7% | +84.3% | +31.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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