+6.5%
ABNB vs IR
+46.5%
-40.1%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.6% | -2.4% | -3.1% |
| 7D | -4.4% | +0.6% | -5.0% | -4.7% |
| 30D | -2.0% | -13.6% | +11.6% | +6.8% |
| 3M | +29.8% | +3.7% | +26.2% | +25.0% |
| 6M | +31.0% | -13.1% | +44.1% | +39.6% |
| YTD | +28.6% | -5.1% | +33.7% | +27.7% |
| 1Y | +40.1% | -6.5% | +46.5% | +39.4% |
| 3Y | +19.7% | +8.5% | +11.2% | -3.0% |
| 5Y | +6.5% | +43.3% | -36.8% | -34.1% |
| All | +6.5% | +46.5% | -40.1% | -34.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IR.
Daily Out/Under-Performance
Portfolio return minus IR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IR 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 IR 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