+52.0%
ABNB vs BAX
-16.3%
+68.3%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.8% | -3.0% |
| 7D | +2.7% | -0.6% | +3.3% | +2.9% |
| 30D | +10.8% | +6.3% | +4.5% | +8.8% |
| 3M | -2.1% | -4.6% | +2.5% | -1.1% |
| 6M | +32.2% | +50.4% | -18.2% | +18.1% |
| YTD | +33.5% | +38.0% | -4.6% | +20.5% |
| 1Y | +47.8% | +44.6% | +3.2% | +31.7% |
| All | +52.0% | -16.3% | +68.3% | +40.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling