-5.2%
ABNB vs ROIV
+378.2%
-383.4%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +6.2% | +5.5% | +10.6% |
| 7D | +15.6% | +5.3% | +10.2% | +14.7% |
| 30D | +18.3% | +11.9% | +6.4% | +16.1% |
| 3M | +25.3% | +10.7% | +14.6% | +22.6% |
| 6M | +35.8% | +34.9% | +0.9% | +28.0% |
| YTD | +40.0% | +79.2% | -39.2% | +25.0% |
| 1Y | +57.6% | +89.0% | -31.4% | +39.2% |
| 3Y | +60.8% | +337.3% | -276.6% | +21.3% |
| All | -5.2% | +378.2% | -383.4% | -40.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling