+25.7%
ABNB vs RKT
-21.6%
+47.3%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.7% | -1.6% |
| 7D | -4.0% | +2.1% | -6.1% | -4.4% |
| 30D | +19.3% | +1.4% | +17.9% | +18.9% |
| 3M | +36.1% | +6.3% | +29.8% | +33.7% |
| 6M | +34.2% | -15.5% | +49.7% | +37.0% |
| YTD | +34.1% | -27.4% | +61.4% | +39.7% |
| 1Y | +45.1% | -26.6% | +71.7% | +50.0% |
| 3Y | +37.1% | +41.2% | -4.1% | +15.0% |
| 5Y | +15.2% | -6.4% | +21.6% | -4.1% |
| All | +25.7% | -21.6% | +47.3% | +5.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling