+20.6%
ABNB vs ROIV
+310.7%
-290.1%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +18.8% | -22.8% | -6.8% |
| 7D | -4.4% | +20.2% | -24.5% | -7.3% |
| 30D | -2.0% | +14.1% | -16.1% | -4.3% |
| 3M | +29.8% | +45.6% | -15.8% | +21.9% |
| 6M | +31.0% | +44.1% | -13.1% | +23.0% |
| YTD | +28.6% | +91.2% | -62.5% | +15.1% |
| 1Y | +40.1% | +221.3% | -181.2% | +15.1% |
| 3Y | +19.7% | +229.2% | -209.5% | -4.0% |
| 5Y | +6.5% | +316.5% | -310.0% | -27.0% |
| All | +20.6% | +310.7% | -290.1% | -4.9% |
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