+25.7%
ABNB vs ROIV
+245.8%
-220.1%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.5% | -3.3% | -2.0% |
| 7D | -4.0% | +0.6% | -4.6% | -4.1% |
| 30D | +19.3% | +1.0% | +18.4% | +19.0% |
| 3M | +36.1% | +18.3% | +17.8% | +32.3% |
| 6M | +34.2% | +18.3% | +15.9% | +30.2% |
| YTD | +34.1% | +61.0% | -26.9% | +23.5% |
| 1Y | +45.1% | +177.9% | -132.8% | +22.2% |
| 3Y | +37.1% | +199.1% | -161.9% | +12.0% |
| 5Y | +15.2% | +250.7% | -235.6% | -18.8% |
| All | +25.7% | +245.8% | -220.1% | +2.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling