+17.6%
ABNB vs RGEN
-7.1%
+24.7%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.3% | +1.2% | +1.4% |
| 7D | -6.5% | -1.4% | -5.0% | -6.0% |
| 30D | -5.5% | -0.3% | -5.2% | -5.7% |
| 3M | +30.0% | +23.9% | +6.2% | +20.4% |
| 6M | +27.6% | +38.5% | -11.0% | +13.1% |
| YTD | +25.4% | +0.8% | +24.6% | +22.8% |
| 1Y | +38.3% | +38.2% | +0.1% | +21.1% |
| 3Y | +15.5% | +1.3% | +14.2% | +4.4% |
| 5Y | +3.0% | -44.0% | +47.0% | +2.2% |
| All | +17.6% | -7.1% | +24.7% | -2.5% |
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