+91.0%
BKNG vs ACWI
+67.2%
+23.7%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.6% | -3.2% | -3.1% |
| 7D | -13.1% | 0.0% | -13.1% | -13.1% |
| 30D | -18.5% | -0.6% | -17.9% | -18.0% |
| 3M | +5.8% | +4.3% | +1.5% | +0.5% |
| 6M | -2.1% | +12.7% | -14.8% | -15.6% |
| YTD | -18.6% | +13.9% | -32.6% | -30.8% |
| 1Y | -21.7% | +20.5% | -42.2% | -37.9% |
| 3Y | +40.9% | +76.5% | -35.6% | -31.5% |
| 5Y | +91.0% | +67.5% | +23.5% | +2.0% |
| All | +91.0% | +67.2% | +23.7% | +2.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling