+2.2%
ABNB vs RKT
-9.6%
+11.8%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.8% | -0.1% | -2.0% |
| 7D | -7.4% | -1.0% | -6.5% | -7.2% |
| 30D | -8.2% | -2.4% | -5.8% | -7.7% |
| 3M | +29.1% | +1.9% | +27.2% | +27.5% |
| 6M | +26.6% | -13.9% | +40.4% | +29.6% |
| YTD | +25.0% | -30.6% | +55.6% | +34.1% |
| 1Y | +37.0% | -34.4% | +71.4% | +48.2% |
| 3Y | +16.3% | +38.2% | -21.9% | -17.3% |
| 5Y | +2.2% | -9.7% | +11.8% | -17.1% |
| All | +2.2% | -9.6% | +11.8% | -17.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 RKT 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