+25.2%
ABNB vs ROIV
+295.9%
-270.8%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.4% | +4.4% | +0.7% |
| 7D | +6.5% | +9.2% | -2.7% | +5.1% |
| 30D | +9.4% | +19.9% | -10.5% | +6.4% |
| 3M | +0.6% | +10.6% | -10.0% | -1.5% |
| 6M | +33.7% | +36.1% | -2.4% | +26.5% |
| YTD | +33.5% | +84.3% | -50.8% | +19.9% |
| 1Y | +48.8% | +87.6% | -38.7% | +33.2% |
| 3Y | +53.3% | +353.9% | -300.6% | +18.4% |
| 5Y | -12.3% | +376.1% | -388.4% | -41.5% |
| All | +25.2% | +295.9% | -270.8% | -0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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