-5.2%
ABNB vs SO
+75.0%
-80.2%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -1.1% | +12.7% | +11.7% |
| 7D | +15.6% | -1.5% | +17.0% | +15.6% |
| 30D | +18.3% | +8.1% | +10.2% | +18.2% |
| 3M | +25.3% | +0.2% | +25.1% | +25.2% |
| 6M | +35.8% | +0.4% | +35.4% | +35.8% |
| YTD | +40.0% | +8.5% | +31.5% | +39.5% |
| 1Y | +57.6% | +4.9% | +52.7% | +57.3% |
| 3Y | +60.8% | +47.9% | +12.9% | +50.9% |
| All | -5.2% | +75.0% | -80.2% | -12.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling