+31.3%
ABNB vs FIX
+1,926.3%
-1,895.0%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +5.4% | +6.2% | +10.6% |
| 7D | +15.6% | -17.5% | +33.0% | +19.1% |
| 30D | +18.3% | -41.6% | +59.8% | +30.2% |
| 3M | +25.3% | -40.6% | +65.9% | +36.5% |
| 6M | +35.8% | -49.4% | +85.2% | +51.3% |
| YTD | +40.0% | +9.2% | +30.8% | +25.6% |
| 1Y | +57.6% | +6.5% | +51.2% | +41.5% |
| 3Y | +60.8% | +448.7% | -387.9% | -26.8% |
| 5Y | -5.8% | +948.7% | -954.5% | -69.8% |
| All | +31.3% | +1,926.3% | -1,895.0% | -58.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FIX.
Daily Out/Under-Performance
Portfolio return minus FIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIX 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 FIX 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