+214.8%
XLK vs ABNB
+16.6%
+198.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ABNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.5% | -0.2% | +0.9% |
| 7D | +0.2% | -6.5% | +6.7% | +2.0% |
| 30D | -0.6% | -5.5% | +4.9% | +0.7% |
| 3M | +2.6% | +30.0% | -27.5% | -5.6% |
| 6M | +34.0% | +27.6% | +6.4% | +23.8% |
| YTD | +30.7% | +25.4% | +5.3% | +21.1% |
| 1Y | +39.2% | +38.3% | +0.9% | +25.3% |
| 3Y | +120.4% | +15.5% | +104.9% | +103.3% |
| 5Y | +148.8% | +3.0% | +145.8% | +122.1% |
| All | +214.8% | +16.6% | +198.3% | +178.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling