+20.6%
ABNB vs SO
+80.8%
-60.2%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.0% | -5.1% | -4.0% |
| 7D | -4.4% | +1.0% | -5.4% | -4.3% |
| 30D | -2.0% | -3.2% | +1.2% | -2.2% |
| 3M | +29.8% | -1.7% | +31.5% | +29.8% |
| 6M | +31.0% | -7.2% | +38.2% | +30.7% |
| YTD | +28.6% | +4.6% | +24.0% | +28.9% |
| 1Y | +40.1% | +1.2% | +38.8% | +40.2% |
| 3Y | +19.7% | +45.3% | -25.6% | +18.1% |
| 5Y | +6.5% | +58.7% | -52.2% | +8.8% |
| All | +20.6% | +80.8% | -60.2% | +38.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO 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 SO 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