+145.5%
XLK vs ABNB
+4.6%
+140.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ABNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.2% | -1.0% |
| 7D | -0.4% | -9.5% | +9.1% | +2.7% |
| 30D | -0.5% | -9.4% | +8.9% | +2.4% |
| 3M | +5.0% | +29.9% | -24.9% | -4.8% |
| 6M | +32.9% | +26.6% | +6.3% | +21.2% |
| YTD | +29.0% | +23.5% | +5.4% | +18.3% |
| 1Y | +37.8% | +35.8% | +2.0% | +22.3% |
| 3Y | +118.7% | +15.0% | +103.7% | +98.5% |
| All | +145.5% | +4.6% | +140.9% | +111.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ABNB.
Daily Out/Under-Performance
Portfolio return minus ABNB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ABNB 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 ABNB 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