+25.2%
ABNB vs FIX
+2,148.5%
-2,123.3%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.8% | +2.8% | +0.5% |
| 7D | +6.5% | +17.0% | -10.5% | +3.2% |
| 30D | +9.4% | -30.6% | +40.0% | +16.2% |
| 3M | +0.6% | -35.0% | +35.6% | +7.6% |
| 6M | +33.7% | -44.0% | +77.6% | +46.0% |
| YTD | +33.5% | +21.1% | +12.3% | +17.2% |
| 1Y | +48.8% | +16.3% | +32.6% | +31.4% |
| 3Y | +53.3% | +507.4% | -454.1% | -31.6% |
| 5Y | -12.3% | +1,052.1% | -1,064.4% | -72.5% |
| All | +25.2% | +2,148.5% | -2,123.3% | -61.0% |
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