+29.1%
ABNB vs RGEN
-5.7%
+34.7%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.8% | +2.4% | +2.9% |
| 7D | -1.7% | -3.3% | +1.6% | -0.7% |
| 30D | +11.8% | -5.8% | +17.6% | +13.7% |
| 3M | +0.9% | +0.2% | +0.7% | -0.2% |
| 6M | +40.5% | +56.8% | -16.3% | +19.3% |
| YTD | +37.6% | +2.4% | +35.2% | +33.1% |
| 1Y | +54.1% | +11.4% | +42.7% | +44.9% |
| 3Y | +56.8% | +15.2% | +41.6% | +35.2% |
| 5Y | -9.6% | -35.1% | +25.5% | -14.1% |
| All | +29.1% | -5.7% | +34.7% | +5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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