-42.4%
ACI vs BAH
-2.8%
-39.6%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.9% | -2.3% | -3.1% |
| 7D | -2.6% | -4.3% | +1.8% | -1.9% |
| 30D | +1.1% | -4.5% | +5.5% | +1.8% |
| 3M | -23.6% | -7.6% | -16.0% | -22.8% |
| 6M | -29.9% | -10.6% | -19.3% | -29.0% |
| YTD | -26.9% | -12.6% | -14.3% | -26.0% |
| 1Y | -34.2% | -27.0% | -7.3% | -31.6% |
| 3Y | -43.6% | -31.5% | -12.1% | -44.4% |
| 5Y | -42.4% | -3.8% | -38.6% | -51.6% |
| All | -42.4% | -2.8% | -39.6% | -51.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded BAH 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling