+4.9%
AA vs ACWI
+11.8%
-7.0%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -1.3% |
| 7D | +0.5% | +2.4% | -1.9% | -3.1% |
| 30D | -0.6% | -1.7% | +1.1% | +2.2% |
| 3M | -19.7% | -3.9% | -15.7% | -14.2% |
| 6M | -41.6% | +0.8% | -42.4% | -41.6% |
| YTD | -24.6% | +11.0% | -35.7% | -35.2% |
| 1Y | +4.9% | +13.1% | -8.2% | -14.0% |
| All | +4.9% | +11.8% | -7.0% | -14.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling