+1.5%
ABNB vs BR
+7.7%
-6.2%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.2% |
| 7D | -9.5% | -6.0% | -3.5% | -6.0% |
| 30D | -9.4% | -0.9% | -8.5% | -8.9% |
| 3M | +29.9% | +16.4% | +13.5% | +17.4% |
| 6M | +26.6% | -8.2% | +34.8% | +32.8% |
| YTD | +23.5% | -23.2% | +46.7% | +45.4% |
| 1Y | +35.8% | -30.9% | +66.8% | +71.8% |
| 3Y | +15.0% | -5.0% | +20.0% | +12.0% |
| 5Y | +1.5% | +8.8% | -7.3% | -20.9% |
| All | +1.5% | +7.7% | -6.2% | -20.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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