+6.5%
ABNB vs XRT
-1.7%
+8.2%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.2% | -1.9% | -2.0% |
| 7D | -4.4% | -0.3% | -4.1% | -4.1% |
| 30D | -2.0% | -5.6% | +3.7% | +3.5% |
| 3M | +29.8% | +2.5% | +27.3% | +26.8% |
| 6M | +31.0% | +3.7% | +27.3% | +26.5% |
| YTD | +28.6% | +1.0% | +27.6% | +27.3% |
| 1Y | +40.1% | -1.2% | +41.3% | +40.8% |
| 3Y | +19.7% | +43.4% | -23.7% | -18.8% |
| 5Y | +6.5% | -0.7% | +7.2% | +6.4% |
| All | +6.5% | -1.7% | +8.2% | +6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 XRT 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