+17.6%
ABNB vs RJF
+208.4%
-190.8%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.6% | +1.5% |
| 7D | -6.5% | -2.7% | -3.7% | -5.0% |
| 30D | -5.5% | -4.3% | -1.2% | -3.2% |
| 3M | +30.0% | +15.7% | +14.3% | +19.2% |
| 6M | +27.6% | +17.8% | +9.8% | +15.4% |
| YTD | +25.4% | +9.2% | +16.2% | +17.7% |
| 1Y | +38.3% | +2.8% | +35.5% | +34.2% |
| 3Y | +15.5% | +69.5% | -53.9% | -19.6% |
| 5Y | +3.0% | +105.9% | -102.9% | -32.6% |
| All | +17.6% | +208.4% | -190.8% | -5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 RJF 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