+1,254.4%
AAPL vs ACN
+91.1%
+1,163.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.2% | +2.4% | +3.0% |
| 7D | -0.5% | -7.9% | +7.4% | +3.6% |
| 30D | +7.1% | -1.1% | +8.2% | +7.4% |
| 3M | +12.1% | +5.6% | +6.5% | +6.5% |
| 6M | +25.4% | -9.9% | +35.4% | +27.6% |
| YTD | +20.5% | -32.3% | +52.8% | +42.1% |
| 1Y | +44.5% | -25.3% | +69.8% | +59.1% |
| 3Y | +85.8% | -42.3% | +128.0% | +130.6% |
| 5Y | +124.8% | -43.5% | +168.2% | +176.4% |
| All | +1,254.4% | +91.1% | +1,163.3% | +787.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACN.
Daily Out/Under-Performance
Portfolio return minus ACN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACN 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 10y: compounded portfolio wealth divided by compounded ACN 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…
10y analysis · Full analysis span regression · 6 months rolling