+1,367.3%
AAPL vs ACN
+148.3%
+1,219.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.3% |
| 7D | +4.1% | -3.8% | +8.0% | +5.9% |
| 30D | +4.0% | +16.5% | -12.6% | -3.8% |
| 3M | +16.8% | +41.5% | -24.7% | -3.3% |
| 6M | +19.4% | +60.1% | -40.7% | -10.2% |
| YTD | +31.5% | -3.9% | +35.5% | +28.9% |
| 1Y | +31.0% | +4.1% | +26.9% | +21.7% |
| 3Y | +95.3% | -15.9% | +111.1% | +98.1% |
| 5Y | +143.4% | -26.3% | +169.7% | +164.6% |
| All | +1,367.3% | +148.3% | +1,219.1% | +629.9% |
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