+15.9%
ABNB vs JAAA
+28.0%
-12.1%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.1% | -1.1% |
| 7D | -9.5% | +0.1% | -9.6% | -9.7% |
| 30D | -9.4% | +0.4% | -9.8% | -10.4% |
| 3M | +29.9% | +1.2% | +28.7% | +25.9% |
| 6M | +26.6% | +2.7% | +23.9% | +18.3% |
| YTD | +23.5% | +3.2% | +20.3% | +14.1% |
| 1Y | +35.8% | +4.8% | +31.0% | +20.7% |
| 3Y | +15.0% | +19.0% | -4.0% | -13.4% |
| 5Y | +1.5% | +26.8% | -25.3% | -29.6% |
| All | +15.9% | +28.0% | -12.1% | -18.6% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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