+57.2%
AA vs BN
+90.6%
-33.4%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.9% | +3.8% | +3.6% |
| 7D | +0.9% | +5.3% | -4.5% | -2.9% |
| 30D | -6.7% | +11.9% | -18.6% | -14.3% |
| 3M | -16.3% | -5.7% | -10.6% | -13.2% |
| 6M | -37.1% | -10.6% | -26.5% | -32.4% |
| YTD | -25.0% | -9.4% | -15.7% | -21.5% |
| 1Y | +8.6% | -8.8% | +17.4% | +13.1% |
| 3Y | +57.2% | +95.6% | -38.4% | -23.9% |
| All | +57.2% | +90.6% | -33.4% | -23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 3y: compounded portfolio wealth divided by compounded BN 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…
3y analysis · Full analysis span regression · 6 months rolling