+60.8%
ABNB vs ROIV
+314.9%
-254.2%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +6.2% | +5.5% | +10.5% |
| 7D | +15.6% | +5.3% | +10.2% | +14.5% |
| 30D | +18.3% | +11.9% | +6.4% | +15.9% |
| 3M | +25.3% | +10.7% | +14.6% | +22.3% |
| 6M | +35.8% | +34.9% | +0.9% | +26.4% |
| YTD | +40.0% | +79.2% | -39.2% | +21.9% |
| 1Y | +57.6% | +89.0% | -31.4% | +34.9% |
| 3Y | +60.8% | +337.3% | -276.6% | +1.0% |
| All | +60.8% | +314.9% | -254.2% | +1.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling