+118,878.7%
AAPL vs ACN
+2,336.4%
+116,542.3%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.3% | +0.4% |
| 7D | +3.2% | -5.7% | +8.9% | +5.5% |
| 30D | +4.1% | +17.0% | -13.0% | -2.6% |
| 3M | +17.5% | +39.9% | -22.4% | +1.1% |
| 6M | +20.6% | +50.2% | -29.6% | -1.5% |
| YTD | +31.0% | -4.2% | +35.1% | +26.5% |
| 1Y | +30.2% | +4.3% | +25.9% | +21.1% |
| 3Y | +92.9% | -17.1% | +110.0% | +93.6% |
| 5Y | +142.4% | -26.5% | +168.9% | +154.3% |
| 10Y | +1,324.9% | +147.7% | +1,177.2% | +838.5% |
| All | +118,878.7% | +2,336.4% | +116,542.3% | +31,475.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling