+12.4%
AA vs ACWI
+67.7%
-55.2%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | -0.7% | +0.5% | -1.2% | -1.7% |
| 30D | +5.0% | +0.9% | +4.1% | +3.4% |
| 3M | -35.8% | +2.4% | -38.2% | -38.2% |
| 6M | -18.4% | +12.4% | -30.8% | -34.0% |
| YTD | -5.5% | +15.2% | -20.6% | -26.8% |
| 1Y | +61.0% | +22.7% | +38.2% | +11.9% |
| 3Y | +66.2% | +75.8% | -9.6% | -36.9% |
| All | +12.4% | +67.7% | -55.2% | -54.9% |
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