-5.2%
ABNB vs SWKS
-42.6%
+37.5%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +1.2% | +10.5% | +11.2% |
| 7D | +15.6% | -6.2% | +21.7% | +18.5% |
| 30D | +18.3% | -1.5% | +19.8% | +18.6% |
| 3M | +25.3% | +23.0% | +2.3% | +11.6% |
| 6M | +35.8% | +27.6% | +8.2% | +15.0% |
| YTD | +40.0% | +32.3% | +7.7% | +13.9% |
| 1Y | +57.6% | +20.1% | +37.5% | +34.6% |
| 3Y | +60.8% | +0.6% | +60.1% | +32.4% |
| All | -5.2% | -42.6% | +37.5% | +31.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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