+174.3%
BKNG vs ACWI
+224.5%
-50.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.7% |
| 7D | -0.7% | +2.4% | -3.1% | -3.5% |
| 30D | -0.7% | -1.7% | +1.0% | +1.1% |
| 3M | -25.0% | -3.9% | -21.1% | -21.6% |
| 6M | +3.4% | +0.8% | +2.7% | +1.7% |
| YTD | -25.0% | +11.0% | -36.0% | -34.5% |
| 1Y | -20.7% | +13.1% | -33.8% | -32.2% |
| 3Y | +30.9% | +73.9% | -42.9% | -34.0% |
| 5Y | +66.6% | +59.0% | +7.5% | -5.0% |
| All | +174.3% | +224.5% | -50.2% | -28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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